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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]