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Team
Laron Gray
Marketing Associate
Tyler McGuire CFP®, Lifelong Financial Advisor
Rachel Brothman
Operations Assistant
Anthony LaBarbera
Director of Operations and Technology
Molly Betch
Administrative Assistant
Jessica Judy
Administrative Assistant
Samantha Ferraro
Lead Accountant and Head of Client Relations
Charlie McGeever, CPA, MT
Tax Manager
Max Berger
Associate Planner
Peter Hackenbrack, CRPC
®
, AIF
®
Lifelong Financial Advisor
Clark Schweitzer,
Lifelong Financial Advisor
Sarah Thomas
Director of Marketing
Aimee Conley
Administrative Assistant
Ed Lynch, CPA, MT
Senior Vice President of Tax Services
Kate Sutton
Operations Specialist
Stephanie Levy, FPQP
®™
Associate Planner
Ashley Howard, FPQP
®™
Associate Planner
Mike Horwath, CFA
®
CIO
Thomas Ervin, CFP®, CTS™ Senior Associate Planner
Ashleigh Weimer
Senior Operations Assistant
James Witner
Investment Analyst
Colleen McGeehan
Senior Operations Assistant
Michael Fisher, CFP
®
CEO
Jay T. Levy
Operations Lead
Kelley L. Seeney
Client Experience Officer
Irvin W. Rosenzweig, CFP
®
, ChFC
®
, CLU
®
, CRPS
®
, AEP
®
, AIF
®
Director
Samuel P. Varano, CFP
®
, AIF
®
Lifelong Financial Advisor
David P. Levy, CFP
®
Chief Compliance Officer
Kyle Hill, CFP
®
Lifelong Financial Advisor
Andrew Rosen, CFP
®
, CEP
®
President