Our Team

Adam Stock, CFP<sup>®</sup> M.S. PFP

Adam Stock, CFP^® M.S. PFP

Cassie Adesina, CFP<sup>®</sup>

Cassie Adesina, CFP^®

Drew Coleman, CFA

Drew Coleman, CFA

Josh Markowitz

Josh Markowitz

Richard Scheele, CFP<sup>®</sup> CFA

Richard Scheele, CFP^® CFA

Steve Lerner, CFP<sup>®</sup>

Steve Lerner, CFP^®

Andrew Lisi, CFP<sup>®</sup> CPWA<sup>®

Andrew Lisi, CFP^® CPWA^®

Ryan Casperson, CFP<sup>®</sup>

Ryan Casperson, CFP^®

Sarah Bourdon, CFP<sup>®</sup>ABFP<sup>™</sup>

Sarah Bourdon, CFP^®ABFP^™

Ben Merrill, CFP<sup>®</sup>

Ben Merrill, CFP^®

Ben Gardner, CFP<sup>®</sup>

Ben Gardner, CFP^®

Will Thorman

Will Thorman

Leslie Rea, CFP^®

Renee Oommen, SHRM-CP

Renee Oommen, SHRM-CP

Holly Bayless

Holly Bayless

Corbett McKinney

Kim Jiang

Deion Oliver

Brandon Stukus