EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Senior Wealth Advisor

Max Berger, CFP®, MBA

Paraplanner

Kate Sutton, FPQP®™

Senior Paraplanner

Ashley Howard, FPQP®™

Senior Wealth Advisor, Senior Partner

Kyle Hill, CFP®

Paraplanner

Stephanie Levy, FPQP®™

Director of Operations

Josh Cohen

Operations Specialist

Rachel Marandino

Operations Specialist

Samantha Swilley

Operations Specialist

Ally Watchilla

Senior Administrative Assistant

Molly Veasey