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OUR TEAM

A Boutique Planning Experience with a Comprehensive Team Approach

Effective wealth management requires extensive expertise in a variety of areas, and no one advisor can hold all the answers. That’s why we value a team approach to financial planning. We are a group of highly credentialed experts who each bring specialized skills to the table. We have advisors who specialize in charitable giving, executive compensation plans, business planning, and many other areas. We also have a dedicated Investment Team, Planning Team, and Insurance Team, so each advisor can hone and focus on their area of expertise.

The best part? As a client, you have access to our entire team.

We’re here to provide unmatched service and guidance along with a comprehensive bank of resources that helps you effectively and efficiently accomplish your goals.

PARTNERS

Mike Mayernick CFP®

Partner and Wealth Management Advisor

David A. Knox CFP®, CLU®, RICP®

Partner and Wealth Management Advisor

David M. Teague CPA, CFA®, CFP®, CLU®, ChFC®

Partner and Wealth Management Advisor

Matthew J. McLean RICP®

Partner and Wealth Management Advisor

Matthew A. Self CFP®, CLU®, ChFC®, RICP®, ChSNC®

Partner and Wealth Management Advisor

Whitney Marie Harrison CFP®

Partner and Wealth Management Advisor

Shane Lantigua RICP®

Partner and Financial Advisor

ASSOCIATES

Mendy Mills Stewart

Director of Client Services

Ashley G. Wilson FLMI, RICP®

Associate Wealth Management Advisor

Mary E Wilson

Operations Manager

Valerie M. Mayes

Associate Financial Representative

Rachel L. Reed

Associate Financial Representative

Angela Marie Thompson

Associate Wealth Management Advisor

Abby Williams

Associate Wealth Management Advisor

Megan Fitzgerald

Associate Financial Representative

Marjorie Ann Wood

Administrative Assistant

CENTRALIZED TEAM

Matthew Elliott

Associate Financial Representative

Lauren Kotras RICP®

Chief Operating Officer

John Robus CFA®

Director of Portfolio Research and Advisory

James M Casanova

Financial Planning Analyst

Amy C Gardella

Director of Insurance Operations