-
Ron Causey
CEO
-
Bill Adams
DIRECTOR
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Duke Allen, CPA
CFO
-
Jen Amato
DIRECTOR
-
Jeff Bathurst
DIRECTOR
-
Erin Charles
DIRECTOR
-
Bob Dillon
DIRECTOR
-
Mary Susan Donhauser, PHR
DIRECTOR OF HUMAN RESOURCES
-
Harris Gofstein
DIRECTOR
-
Kevin Hebbel
DIRECTOR
-
Patrick Gahagan
DIRECTOR
-
Christopher Helmrath
MANAGING DIRECTOR
-
Greg Hogan
MANAGING DIRECTOR
-
Greg Horning, CPA, PFS
DIRECTOR
-
Jim Jenkins
DIRECTOR
-
Pritpal Kalsi
DIRECTOR
-
Zach Kehring
CHIEF INFORMATION OFFICER (CIO)
-
Jeff Klima
DIRECTOR
-
Ken Mann
MANAGING DIRECTOR
-
Barry Offutt
DIRECTOR
-
Robin Patalon, M.B.A., CPA, CFP®
DIRECTOR
-
Pete Ragone
DIRECTOR
-
Matthew Roberson
MANAGING DIRECTOR
-
Stuart Rudo
DIRECTOR
-
Nick Scott
DIRECTOR
-
Paul Shifrin
DIRECTOR
-
Luke Sinnen
DIRECTOR
-
Andrew Thompson, CFP®
DIRECTOR
-
Jim Wilhelm
DIRECTOR
-
Mike Young
DIRECTOR
-
Lori Burghauser
PRINCIPAL
-
Pam Chelden
PRINCIPAL
-
Fred Cross
PRINCIPAL
-
Anthony DiGiulian
PRINCIPAL
-
Megan DeGroat, CPA
PRINCIPAL
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James Eaton, CPA/PFS, MBA
PRINCIPAL
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Jodi Harris
PRINCIPAL
-
Jeffrey Kinderman
PRINCIPAL
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Matt LoCascio
PRINCIPAL
-
Angelo Poletis
PRINCIPAL
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