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  • Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Client Portal

Meet Our Team

Partners

Brandon J. Haynes, CFP®

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Brandon J. Haynes

CFP®
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Darin B. Hawn, CFP®

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Darin B. Hawn

CFP®
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David Jeter, CFP®

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David Jeter

CFP®
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Eric Matsko, CFP®, CTS®

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Eric Matsko

CFP®, CTS®
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Jonathan A. Kuhn, CFP®

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Jonathan A. Kuhn

CFP®
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Matthew D. Kelly, CFP®

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Matthew D. Kelly

CFP®
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Michael A. Montileone, CFP®

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Michael A. Montileone

CFP®
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Nancy D. McKee, CFP®

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Nancy D. McKee

CFP®
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R. Steven Hurst, CFP®

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R. Steven Hurst

CFP®
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Ralph S. Boyd, Jr., CFP®

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Ralph S. Boyd, Jr.

CFP®
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Ryan Walczak, CFP®

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Ryan Walczak

CFP®
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Trina Brown, CFP®, CSRIC®, CDFA®

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Trina Brown

CFP®, CSRIC®, CDFA®
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Financial Advisors

Ariel Watson, CFP®

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Ariel Watson

CFP®
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Benjamin Grom, CFP®

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Benjamin Grom

CFP®
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Cassidy Richardson, CFP®

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Cassidy Richardson

CFP®
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Chris P. Wieder, CFP®

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Chris P. Wieder

CFP®
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Christopher T. Smith, CFP®

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Christopher T. Smith

CFP®
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Courtney Collins, CFP®

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Courtney Collins

CFP®
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Ian Cerminara, CFP®

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Ian Cerminara

CFP®
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Jason Graper, CFP®

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Jason Graper

CFP®
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Jen Koch, CFP®, CSS™

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Jen Koch

CFP®, CSS™
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Joe Clark, CFA®

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Joe Clark

CFA®
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Maria Koedel, CFP®

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Maria Koedel

CFP®
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MaryKate Tobin, CFP®

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MaryKate Tobin

CFP®
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Michael Dykes, CFP®

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Michael Dykes

CFP®
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Wyatt Sten, CFP®

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Wyatt Sten

CFP®
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Leadership

Jacqueline Thacik

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Jacqueline Thacik

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Joseph Marstellar

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Joseph Marstellar

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Joyce Huffman

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Joyce Huffman

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Megan Fineburg

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Megan Fineburg

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Stephen Hawbaker

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Stephen Hawbaker

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