
Andrew J. Huber, EA, RICP®, AIF®
Founder & President
Charlotte Scott
Client Operations Coordinator
Elizabeth Moses
Client Service Coordinator
Jamie O'Neill, CEPA®
Senior Wealth Advisor
Josh Chandler, CPFA®
Senior Wealth Advisor
Makenzie McKay
Director of Marketing & Human Resources
Nicole Eddy
Director of Operations
Sarah Huber
Client Service Associate
Shane Bilski
Wealth Advisor