Susan M. Wilkinson, MBA, CFP®, CRPS, CDFA®, SE-AWMA (she/her)
Founder, Managing Partner | Financial Advisor | LPL Registered Principal
Bryan Strickland, CFP® (he/him)
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Professional
Kirsten Ashbaugh, CFP® (she/her)
Financial Advisor | Director of Sales | CERTIFIED FINANCIAL PLANNER™ Professional
Jacquelyn Nasca, MS (she/her)
Financial Advisor | Accredited Financial Counselor®/AFC | Financial Coaching and Budgeting Specialist
Peter Mindnich (he/him)
Financial Advisor | Client Relationship Manager
Frank Flaschenriem (he/him)
Director of Operations & Technology, Research & Analytics
Alyson Martin (she/her)
Manager of Marketing and Events | Senior Marketing Consultant