Guided by a multi-generational team of financial professionals.
Spencer Gauta
Wealth Advisor
Tanner Roe, CFP®, ChFC®
Wealth Advisor
Jared K. Smith, MBA
Wealth Advisor
Riley Smith, MBA
Wealth Advisor
Michael Jacoby
Associate Wealth Advisor in Training
Karen Szczepkowski
Operations Manager
Virginia “Gini” Phillips
Senior Branch Administrator
Teresa A. Meadows
Senior Client Service Associate
Isabel Perez
Senior Client Service Associate
Lou Ann Stevens
Senior Client Service Associate
Jenna Zollar
Senior Client Service Associate
Nicole Mirabile, FPQP®
Registered Client Service Associate
Jamie Kobza
Client Service Associate
Bryce Nealon
Client Service Associate
Nicholas Spinelli
Client Service Associate
Amber Porter, FPQP®
Client Service Associate
Shaneika White
Client Service Associate
Kendra Verborn
Executive Assistant to the CEO
