Dan Mulheran
President
Ben Clymer, CFP®
Managing Partner
Bill Quinn
Director of Operations
Bob Cron
Director of Investments – Senior Advisor
Josh Zajicek, CFA®
Director of Investments – Private Wealth Management
Blake Faust, CFP®
Director of Retirement
Brandt Colville, AIFA®
Director of Investments – Retirement
Jackie Stutzman
Client Consultant
Luke Holliday
Client Consultant
Eric Schierhorn, CFP®
Private Wealth Advisor
Brian Parkhurst
Client Associate
Tyler Geissler
Marketing & Business Development Manager
Ryan Scott
Intern – Private Wealth Management
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