Associates

 
  • Brad Steinback, CFP®, CPA

    Brad Steinback, CFP®, CPA

    Partner

  • Wendy Baum, CPA, JD, CDFA®

    Wendy Baum, CPA, JD, CDFA®

    Partner

  • Anthony Mariani, AIF®, CPFA

    Anthony Mariani, AIF®, CPFA

    Partner

  • BJ Karman

    BJ Karman

    Financial Professional

  • Brian Fisher, CDFA®

    Brian Fisher, CDFA®

    Financial Strategist

  • Stacey Woehrle, CPA

    Stacey Woehrle, CPA

    Financial Professional

  • Patricia Cantore

    Patricia Cantore

    Executive Assistant

  • Pamela Meyer

    Pamela Meyer

    Executive Assistant

  • Janet Saunderson

    Janet Saunderson

    Client Relations, Retirement Plans

  • Ashlie Dallas

    Ashlie Dallas

    Executive Assistant

  • Sandy Udoni

    Sandy Udoni

    Executive Assistant