Leadership Team

Group Name Here

Ryan Frank, CFP®

Director

Greg Horning, CPA, PFS

Co-Founder, Director

Robin Patalon, MBA, CPA, CFP®

Director

Andrew Thompson, CFP®

Managing Director

Judy

Judy Brown, MBA, CPA, CFP®, CEPA®

Wealth Advisor

Stacy Gretz

Stacy Gretz, CPA

Principal

Mark Degroat

Mark DeGroat, CFP®, ChFC®

Wealth Advisor

Caitlin Garner

Chief Compliance Officer, Head of Client Service

Jaewon Lee, CPA, CFP®

Senior Manager

Shane Cavanaugh, CRPC®

Wealth Advisor

Lauren Cooper, CPA

Manager

Lindsay Cuadra, CPA

Manager

Nick Distefano

Wealth Advisor

Sam Heroux

Sam Heroux

Wealth Advisor

Angelo Romano, CFP®, ChFEBC℠ 

Wealth Advisor

Jerrin Toomey, CFP®

Wealth Advisor

Kellie Walter

Client Service Manager

Madeline DiNardo

Senior Associate

Hope Fribush

Senior Client Service Specialist

Billy Krueger, CFP®

Senior Client Service Specialist

Ryan Schoppert, CPA

Senior Associate

Liz Milligan

Liz Wilcom

Tax Supervisor

James Francis

Client Service Associate

Josie Munoz

Administrative Assistant

John Park

Staff Accountant

Jessica Ross, CPA

Senior Associate

Elisa Setiawati

Staff Accountant

Ben Tracy

Associate Wealth Advisor

Blake Walter, CFP®

Client Service Associate

Culture

Since 1991, we've ditched transactional engagements for rewarding experiences that meet the needs of the middle-market, Fortune 500s, SMBs, and high-net-worth individuals we serve.

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Careers

SC&H is a place that champions your success. Every day here is an opportunity to advance your career and achieve rewarding milestones alongside people who care about your growth.

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