Wealth Management
Helping People and Companies Thrive Through Empowered Financial Solutions
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Our Team
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Practicing Partners | Corporate Retirement Plans | Wealth Management | Owners’ Group
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WEALTH MANAGEMENT
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Michael Richardson
Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3138″ afterimage=”3145″ link=”url:%2Fsteve-wylam%2F|||”][vc_column_text]
Steve Wylam
Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3139″ afterimage=”3146″ link=”url:%2Ftom-mayer%2F|||”][vc_column_text]
Tom Mayer
Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3141″ afterimage=”3148″ link=”url:%2Fjohn-simmons%2F|||”][vc_column_text]
John Simmons
Partner[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3137″ afterimage=”3144″ link=”url:%2Fron-donofrio%2F|||”][vc_column_text]
Ron D’Onofrio
Partner[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3161″ afterimage=”3152″ link=”url:%2Fdavidbauer%2F|||”][vc_column_text]
David Bauer
Director – Investment Management[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3163″ afterimage=”3154″ link=”url:%2Fholly-willman%2F|||”][vc_column_text]
Holly Willman
Director – Creative & Strategic Operations[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3189″ afterimage=”3185″ link=”url:%2Fjeff-sharp%2F|||”][vc_column_text]
Jeff Sharp
Wealth Advisor[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3162″ afterimage=”3153″ link=”url:%2Fgarrett-smith%2F|||”][vc_column_text]
Garrett Smith
Wealth Advisor[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3589″ afterimage=”3590″ link=”url:%2Fgeorge-lauck%2F|||”][vc_column_text]
George Lauck
Wealth Advisor[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap link=”url:%2Fryan-mcmahon%2F|||” beforeimage=”3643″ afterimage=”3644″][vc_column_text]
Ryan McMahon
Wealth Associate[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap link=”url:%2Fmichael-sharpe%2F|||” beforeimage=”3617″ afterimage=”3616″][vc_column_text]
Michael Sharpe
Paraplanner[/vc_column_text][vc_empty_space][/vc_column][/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”40″ padding_bottom=”40″][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3188″ afterimage=”3187″ link=”url:%2Fcassaundra-houlton%2F|||”][vc_column_text]
Cassaundra Holton
Client Solutions Coordinator[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3190″ afterimage=”3186″ link=”url:%2Fmiranda-gehrke%2F|||”][vc_column_text]
Miranda Gehrke
Client Solutions Coordinator[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][marvelous_image_swap beforeimage=”3166″ afterimage=”3157″ link=”url:%2Fshawny-adams%2F|||”][vc_column_text]
Shawny Adams
Client Solutions Coordinator[/vc_column_text][vc_empty_space][/vc_column][vc_column width=”1/4″][/vc_column][/vc_row]