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Financial Planning

Your local financial planning team

Wilmington, DE Office

Andrew Rosen, CFP®, CEP®

Executive Chairman

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

Jonathan Williams

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

Casey Yates

Paraplanner

Alpharetta, GA Office

Matt Stack, CFP®

Senior Wealth Advisor

Lorraine Vorko

Administrative Assistant

Levi May

Paraplanner

Northampton, MA Office

Renae Ransdell, CFP®

Partner, Senior Wealth Advisor

Rakhee Price

Investment Operations Manager

Melissa Babyak

Paraplanner

Yolanda Aponte

Paraplanner

Alana Shields

Administrative Assistant

Pittsburgh, PA Office

Bob Bruce, CIMA®, CIMC®, AIF®

Managing Director Pittsburgh

Scott Bruce, CFP®

Senior Wealth Advisor

Stacey Brady, ABFP™

Wealth Advisor

Megan Corona, FPQP®

Paraplanner

Ann Arbor, MI Office

James K. Pollock, CFA®

Partner, Senior Wealth Advisor

Robert N. Pollock, Jr.

Partner, Senior Wealth Advisor

Nicklaus M. Areddy, CFP®, CRPC®

Partner, Senior Wealth Advisor

Rory M. Brandon

Paraplanner

Raleigh, NC Office

Arron Brisard

Partner, Senior Wealth Advisor

William Brisard

Wealth Advisor

Executive Team

Michael Fisher, CFP®

CEO

Andrew Rosen, CFP®, CEP®

Executive Chairman

David P. Levy, CFP®

Chief Compliance Officer

Scott Lavelle, CFA, CAIA, FRM

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

Investment Operations Manager

Rachel Marandino

Operations Specialist

Samantha Swilley

Operations Specialist

Avence Snyder

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

Alana Shields

Administrative Assistant

Melinda Waltner

Administrative Assistant

Investment Team

Scott Lavelle, CFA, CAIA, FRM

Chief Investment Officer

James K. Pollock, CFA®

Partner, Senior Wealth Advisor

Jon Cahill, CFP®

Investment Analyst

Tyler Procacci, CFA®

Investment Analyst

Planning and Advisor Growth

Stephen Wildman

Vice President of Sales and Planning

John Anderson, CFP®

Program Lead, Pro Bono Services

Kelley L. Louth

Experience Manager

Adam Bailey, CFP®, MBA

Financial Planning Specialist

William Torrance

Advisor Client Relationship 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

Tax Planning Specialist

Adam A. James, EA, CFP®

Director of Tax

Mackenzie Taylor

Tax Operations Manager

Dennis Ervin

Tax Accountant

Terry Lieberman

Bookkeeper