Our Team

Andrew Thompson, CFP®

Managing Director

"The best antidote to an unknown future is preparation."

Leadership Team

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Greg Horning, CPA, PFS

Director, Co-Founder, SC&H Group
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Robin Patalon, MBA, CPA, CFP®

Director
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Ryan Frank

Director, Financial Advisor
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Stacy Gretz, CPA

Principal
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Judy Brown, MBA, CPA, CFP®

Principal, Financial Advisor

Advisory Team

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Jeff Schropp

Chief Compliance Officer
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Mark DeGroat, CFP®, ChFC®

Senior Financial Advisor
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Jaewon Lee, CPA, CFP®

Senior Manager
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Lauren Cooper, CPA

Manager
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Angelo Romano, CFP®

Financial Advisor
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Shane Cavanaugh, CRPC®

Financial Advisor
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Jerrin Toomey, CFP®

Financial Advisor
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Nick Distefano

Financial Advisor
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Sam Heroux

Financial Advisor
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Liz Milligan

Tax Supervisor
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Lindsay Cuadra, CPA

Senior Associate
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Ryan Schoppert, CPA

Senior Associate
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Jessica Ross, CPA

Senior Associate
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Elisa Setiawati

Staff Accountant
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Madeline DiNardo

Staff Accountant
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John Park

Staff Accountant

Client Service

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Hope Fribush

Senior Client Service Specialist
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Caitlin Garner

Manager, Head of Client Service
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Kellie Walter

Manager, Client Service
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Billy Krueger, CFP®

Client Service Associate
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Blake Walter

Client Service Associate
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James Francis

Client Service Associate
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Josie Munoz

Administrative Assistant

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