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SC&H / Leadership Team

Leadership Team

Ryan Frank, CFP®

Director

Greg Horning, CPA, PFS

Co-Founder, Director

Robin Patalon, MBA, CPA, CFP®

Director

Andrew Thompson, CFP®

Managing Director

Judy Brown, MBA, CPA, CFP®

Principal

Stacy Gretz

Stacy Gretz, CPA

Principal

Jaewon Lee, CPA, CFP®

Principal

David Williams

Principal

Mark Degroat

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

Lindsay Cuadra, CPA

Manager

Nick Distefano

Wealth Advisor

Sam Heroux

Sam Heroux

Wealth Advisor

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

Billy Krueger, CFP®

Associate Financial Planner

Ryan Schoppert, CPA

Senior Associate

Liz Milligan

Liz Wilcom

Tax Supervisor

James Francis, CFP®

Associate Wealth Advisor

Nicole Gramberg

Staff Accountant

Emily Metzger

Staff

Josie Munoz

Administrative Assistant

John Park

Staff Accountant

Jessica Ross, CPA

Senior Associate

Elisa Setiawati

Staff Accountant

Ben Tracy, CFP®

Associate Wealth Advisor

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