LEARN MORE ABOUT OUR TEAM OF EXPERIENCED WEALTH MANAGEMENT PROFESSIONALS

Richard B. Bennett

Richard B. Bennett

Founding Partner
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

Senior 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

Sr. Operations Specialist

  

Kathryn Turnham

Kathryn Turnham

Sr. Operations Specialist

  

Dianne Wade

Dianne Wade

Operations Specialist

  

Taylor Bennett

Taylor Bennett

Operations Specialist

  

Kwabena Andoh-Baidoo

Kwabena Andoh-Baidoo

Portfolio Analyst

  

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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