Meet the Team


Dedication, collaboration, and sophistication supporting your wealth journey.

  • A headshot of associate Abigail Miller. She has long red hair and is wearing a black blazer.
  • A headshot of associate Adam Rieger. He is smiling at the camera and wearing a black suit.
  • A headshot of associate Aimee Buffington. She has long brown hair and is wearing a navy blazer.
  • Professional headshot of Andrea Kelly
  • A headshot of associate Andres Bonnell. He has short black hair, and he is wearing black eyeglasses and a black blazer.
  • A headshot of associate Andrew Bass. He has short brown hair and is wearing a navy blue suit.
  • A headshot of associate Andrew Davis. He has short brown hair and he is wearing a black suit.
  • A headshot of associate Andrew Keefer. He has short white hair and is wearing a black suit.
  • A headshot of associate Angela Wagner, JD, CEPA. She has wavy gray hair and a pinstriped shirt beneath a navy blazer.
  • A headshot of associate Anthony Feudo. He has short brown hair and he is wearing a blue suit.
  • A headshot of associate Anthony Natale, CFA. He is smiling at the camera and wearing a black suit.
  • A headshot of associate Barbara Pettit. She has shoulder-length red hair, and is wearing a dress with a floral pattern.
  • A headshot of associate Benjamin Anderson. He has short brown hair and he is wearing a black suit.
  • A headshot of associate Bethany Spencer Smith. She has long red hair and is wearing a black shirt.
  • A headshot of associate Elizabeth Whittaker. She has long blonde hair and she is wearing a black cardigan sweater.
  • A headshot of associate Brandon Shuler. He has short brown hair and is wearing a black suit.
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