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Rodney A. BenchPrincipal | 
Millicent BohartSenior Account Manager |
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Janice CaldejonExecutive Assistant,
Office Manager | 
Keith Capasso, CFAInvestment Advisor |
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Karen Dacek, MBADisability and Long-Term Care Consultant | 
Emily Dexter, CPA, MBADirector, Personal Financial Management Services |
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Richard Egan, CFP®, M.S.Chief Compliance Officer
Client Relations and Planning | 
Shawna FilesOperations and Account Manager |
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Jamie Fischer, CPAAccounting Analyst | 
James HuffineQualified Plans Senior Account Manager |
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James "Rick" Leonard, CPA, CFP®Director, Tax and Planning | 
Kari Maenhout, MBAQualified Plans Investment Analyst |
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Christina PriceAccount Manager | 
Amanda SullivanInvestment Operations,
Contracts & Licensing |
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Erin TroboughAccount Manager | |
