LEARN MORE ABOUT OUR TEAM OF EXPERIENCED WEALTH MANAGEMENT PROFESSIONALS

Richard B. Bennett

Richard B. Bennett

Founding Partner - CFP®, CPA/PFS - Retired
Tylor Seaman

Tylor Seaman

Managing Partner - CFA®, CFP®, MBA
Margaret Huang Casey

Margaret Huang Casey

Partner - COO/CCO, CFP®
Matthew P. Jachimiak

Matthew P. Jachimiak

Partner - CIO, CFA®, CAIA®, MBA

Paul Lueb Jr.

Paul Lueb Jr.

Partner, Director of Client Experience - CFP®
Cherry Phan

Cherry Phan

Partner, Portfolio Manager - CFA®, CIPM®
Ashley Kilgust

Ashley Kilgust

Senior Advisor - CFP®
Angela Smith

Angela Smith

Advisor - CFP®
Shelby Clements

Shelby Clements

Advisor - CPA, CFP®
Janie Richards

Janie Richards

Advisor - CFP®
Jay Gokhale

Jay Gokhale

Advisor
Branko Martinez

Branko Martinez

Business Operations Manager
Constance Grover

Constance Grover

Operations Specialist
Dianne Wade

Dianne Wade

Operations Specialist
Kathryn Turnham

Kathryn Turnham

Operations Specialist
Taylor Bennett

Taylor Bennett

Operations Specialist
Kwabena Andoh-Baidoo

Kwabena Andoh-Baidoo

Operations Specialist
April D. Eschweiler

April D. Eschweiler

Wealth Management Specialist - CPA

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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