Charlotte Scott

Charlotte Scott

Client Operations Coordinator

Elizabeth Moses

Elizabeth Moses

Client Service Coordinator

Jamie O'Neill, CEPA®

Jamie O'Neill, CEPA®

Senior Wealth Advisor

Josh Chandler, CPFA®

Josh Chandler, CPFA®

Senior Wealth Advisor

Makenzie McKay

Makenzie McKay

Director of Marketing & Human Resources

Nicole Eddy

Nicole Eddy

Director of Operations

Sarah Huber

Sarah Huber

Client Service Associate

Shane Bilski

Shane Bilski

Wealth Advisor