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Team
Business Development
Patrick Schoenberger
Associate Relationship Manager
Trevor Burlison
Investment Consultant
Carl D’Aquila
Platform Investment Consultant
Terence Thompson
Data Specialist
Edward Kerper
Platform Consultant
Michael Begley
Investment Consultant
Sophie Croce
Sales Coordinator: Platform
Noah Howard, CIMA®
Investment Consultant
Carly Brufke
Associate Platform Consultant
Doug Hughes
Platform Consultant
Jeff Greiner
Platform Consultant
Jason Snyder, CFP®
Investment Consultant
Justin Terman
Investment Consultant
Andrew Babin
Engagement Consultant
Jenna Kepner
Platform Consultant
Pearse Hobson
Platform Consultant
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
