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Admin

Advisors

Partners

• 

  Keys Tinney, CFP^®

  Managing Partner
• 

  Brian Rorick, CFP^®

  Senior Wealth Advisor, Partner
• 

  Michael Beermann, BFA^®

  Senior Wealth Advisor, Partner
• 

  Sean Henderson, CIMA^®

  Senior Wealth Advisor, Partner
• 

  Michael Thompson

  Senior Wealth Advisor, Partner
• 

  Chad Williams, CFP^® CPWA^®

  Senior Wealth Advisor
• 

  Robert Douglas

  Senior Wealth Advisor
• 

  John Dalton, CPA/PFS^®, CFP^® CFA^®, CAP^®

  Senior Wealth Advisor
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  Dana Bath, CDFA^®

  Wealth Advisor
• 

  Jon Adams

  Wealth Advisor
• 

  Zach Heath, CFP^®

  Wealth Advisor
• 

  Ben Warwick

  Wealth Advisor
• 

  Brian Eller, CFP^®

  Wealth Advisor
• 

  Ashli Collins

  Associate Wealth Advisor
• 

  Andrew Armstrong

  Chief Compliance Officer
• 

  Natalie Neaton

  Director, Employee Benefits
• 

  Christopher Hillier, MBA

  Retirement Plan Advisor
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  Marsha Nuttall

  Director, Client Service
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  Jackelyn Diaz

  Client Service Assistant
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  Laura Podrasky

  Client Service Assistant
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  Genesis Fox

  Client Service Assistant
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  Shelby Giardino

  Operations Assistant
• 

  Adam Dandis

  Financial Planning Associate
• 

  Corey Rittenhouse

  Trader/Analyst
• 

  Iris Tucker

  Administrative Assistant