SC&H / Leadership Team

Leadership Team

Ryan Frank, CFP®

Managing Director

Robin Patalon, MBA, CPA, CFP®

Director

Judy Brown, MBA, CPA, CFP®

Principal

Stacy Gretz, CPA

Principal

Jaewon Lee, CPA, CFP®

Principal

David Williams

Principal

Mark DeGroat, CFP®, CDFA®

Wealth Advisor

Caitlin Garner

Chief Compliance Officer, Head of Client Service

Shane Cavanaugh, CFP®, CRPC®

Wealth Advisor

Lauren Cooper, CPA

Manager

Nick Distefano

Wealth Advisor

Sam Heroux

Wealth Advisor

Billy Krueger, CFP®

Wealth Strategist

Angelo Romano, CFP®, ChFEBC℠

Wealth Advisor

Jonathan Spivey

Consultant

Jerrin Toomey, CFP®

Wealth Advisor

Kellie Walter

Client Service Manager

Madeline DiNardo

Senior Associate

Hope Fribush

Senior Client Service Specialist

Ryan Schoppert, CPA

Senior Associate

James Francis, CFP®

Associate Wealth Advisor

Nicole Gramberg

Staff Accountant

Josie Munoz

Administrative Assistant

John Park

Staff Accountant

Jessica Ross, CPA

Senior Associate

Ben Tracy, CFP®

Associate Wealth Advisor

Blake Walter, CFP®

Senior Client Service Specialist