Team
-
Partner, Managing Director – Operations (CA) -
Michael J. Mittman ,CEPA,
CPWA®, CFAPartner, Managing Director – Advisory (CO) -
William A. Schellenberg Partner, Managing Director – Advisory (CA) -
Jay Tamkoc ,CRPC® Partner, Managing Director – Advisory (CA) -
Jeffrey A. DeWees ,CPFA, CRPS, CIMA Partner, Managing Director – Investments (CA) -
Arman Melikian ,CFA Partner, Managing Director – Investments (CA) -
Anna Walters ,CRPC Vice President- Operations (CO) -
Kristen Freeman Vice President – Client Service (CA) -
John Abbate ,CFA, CFP© Senior Vice President - Chief Planning Officer (CA) -
John Kincannon Senior Associate – Client Service (CA) -
Crystal Jamieson Senior Registered Associate – Client Service (CA) -
Francine England Associate – Client Service (CA) -
Aurora Quinones Senior Associate – Client Service (CA)
