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Financial Planning

Your local financial planning team

Wilmington, DE Office

Andrew Rosen, CFP®, CEP®

Senior Wealth Advisor, Senior Partner

Thomas Ervin, CFP®, CTS™

Senior Wealth Advisor

Max Berger, CFP®, MBA

Senior Wealth Advisor

Kate Sutton, FPQP®™

Paraplanner

David P. Levy, CFP®

Senior Wealth Advisor, Senior Partner

Jackson L. Allen, CFP®

Wealth Advisor

Ashley Howard, FPQP®™

Senior Paraplanner

Kyle Hill, CFP®

Senior Wealth Advisor, Senior Partner

Stephanie Levy, FPQP®™

Paraplanner

Wayne, PA Office

Peter Hackenbrack, CRPC®, AIF®

Senior Wealth Advisor

Clark Schweitzer, CFP®

Senior Wealth Advisor

Aimee Conley, FPQP®™

Paraplanner

Birmingham, AL Office

Tyler McGuire, CFP®

Senior Wealth Advisor

Christian Foster, CFP®

Senior Wealth Advisor

Lorraine Vorko

Administrative Assistant / Paraplanner

Cape Cod, MA Office

Clark Schweitzer, CFP®

Senior Wealth Advisor

Aimee Conley, FPQP®™

Paraplanner

Alpharetta, GA Office

Erin Carper, CFP®

Senior Wealth Advisor

Matt Stack, CFP®

Senior Wealth Advisor

Lorraine Vorko

Administrative Assistant / Paraplanner

Northampton, MA Office

Renae Ransdell, CFP®

Senior Wealth Advisor and Managing Director

Melissa Babyak

Paraplanner

Yolanda Aponte

Paraplanner

Executive Team

Michael Fisher, CFP®

CEO

Andrew Rosen, CFP®, CEP®

President

David P. Levy, CFP®

Chief Compliance Officer

Mike Horwath, CFA®

Chief Investment Officer

Anthony LaBarbera

Chief Operating Officer

Stephen Wildman, CFP®

Vice President of Sales and Planning

Sarah Thomas

Vice President of Marketing

Centralized Services

Your centralized teams

Operations Team

Anthony LaBarbera

Chief Operating Officer

Josh Cohen

Director of Operations

Jay T. Levy

Senior Operations Specialist

Ashleigh Weimer

Senior Operations Specialist

Rakhee Price

Broker Dealer Operations Manager

Rachel Jacobson

Operations Specialist

Samantha Swilley

Operations Specialist

Sara Flint

Operations Specialist

Ally Watchilla

Operations Specialist

Administration Team

Molly Veasey

Senior Administrative Assistant

Nicole Boysen

Administrative Assistant

Lorraine Vorko

Administrative Assistant / Paraplanner

Alana Shields

Administrative Assistant

Investment Team

Mike Horwath, CFA®

Chief Investment Officer

Jared Baum

Trader

Jon Cahill, CFP®

Investment Analyst

Tyler Procacci, CFA®

Investment Analyst

Planning and Advisor Growth

Stephen Wildman

Vice President of Sales and Planning

John Anderson

Head of Advisor Growth and Engagement

Kelley L. Louth

Experience Manager

Adam Bailey

Financial Planning Specialist

William Torrence

Advisor Client Relationship Specialist

Anthony Barbosa

Business Development Specialist

Marketing Team

Sarah Thomas

Vice President of Marketing

Laron Gray

Digital Marketing Manager

Finance Team

Samantha Ferraro

Finance Manager

Diversified Tax

Ed Lynch, CPA, MT

Senior Vice President of Tax Services

Dana Sample

Senior Tax Accountant

Dennis Ervin

Tax Accountant

Mackenzie Taylor

Administrative Assistant

Terry Lieberman

Bookkeeper

Annie Randolph-LaBerge

Junior Tax Accountant

John Idrovo

Junior Tax Accountant