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Team
Chris Allen
Engagement Consultant
Kevin Sanago
Staff Accountant
Andrew Babin, CFP®
Engagement Consultant
Ron Bittone
Engagement Consultant
Len Oliveri
Engagement Consultant
Pat Camilli
Tax Transition Specialist
Keegan DeVoy
Senior Platform Consultant
Max Daugherty
Platform Consultant
Jeff Greiner
Platform Consultant
Pearse Hobson
Platform Consultant
Doug Hughes
Platform Consultant
Jenna Kepner
Platform Consultant
Edward Kerper
Platform Consultant
Emily Thompson
Tax Transition Specialist
Jake Whitmoyer
Tax Transition Specialist
Carly Brufke
Associate Platform Consultant
Tyler Heyser
Senior Relationship Manager — Team Lead
Chris Wadley
Client Portfolio Analyst
Aaron Hin
Client Portfolio Analyst
Brian Conway
Senior Relationship Manager
