Guided by a multi-generational team of financial professionals.
Daniel Lampe, CIMA®
President
Donald P. Nealon, CFP®
Managing Director - Wealth Advisor, Partner
Michael A. McCain
Managing Director - Wealth Advisor, Partner
Mark Pittman, CFP®
Managing Director - Wealth Advisor
Kevin Wolf
Managing Director - Wealth Advisor, PIM Portfolio Manager
Justin McLaughlin
Managing Director - Wealth Advisor
Streeter Holden
Managing Director - Wealth Advisor
Paul LoPresti
Managing Director - Wealth Advisor
Christopher Wolf, CFA
Managing Director
Laura J. Ross, CFP®
Managing Director - Wealth Advisor
Brian J. Kirk, CRPC®
Senior Vice President - Wealth Advisor
M. Evan Jones, CFP®
Senior Vice President - Wealth Advisor
Kevin F. Quinn
Senior Vice President - Wealth Advisor
William J. LoPresti
Senior Vice President - Wealth Advisor
JP Holland, CFP®, CIMA®, ChFC®
Senior Vice President - Wealth Advisor
Ashley Kelly, CFP®
Senior Vice President - Wealth Advisor
Alex McCain, CFP®
Senior Vice President - Wealth Advisor
