Our Team

WEALTH MANAGEMENT

Michael Richardson

Partner

Steve Wylam

Partner

Tom Mayer

Partner

John Simmons

Partner

Ron D’Onofrio

Partner

David Bauer

Director – Investment Management

Holly Willman

Director – Creative & Strategic Operations

Jeff Sharp

Wealth Advisor

Garrett Smith

Wealth Advisor

George Lauck

Wealth Advisor

Ryan McMahon

Wealth Associate

Michael Sharpe

Paraplanner

Cassaundra Holton

Client Solutions Coordinator

Miranda Gehrke

Client Solutions Coordinator

Shawny Adams

Client Solutions Coordinator