Our Advisors

 

RyanFleming
 

Ryan M. Fleming, CFP®, AIF®

Principal

[email protected]

Mary Moore
 

Mary L. Moore, CFP®

Principal

[email protected]

Chris Rivers
 

Chris Rivers, CFP®, CRPC®

Principal

[email protected]

Carl Holubowich
 

Carl Holubowich, CFP®

Principal

[email protected]

Mitch Strobel
 

Mitch Strobel, CFP®

Financial Advisor

[email protected]

John Wittelsberger
 

John Wittelsberger, CFP®

Financial Advisor

[email protected]

Alexandra Armstrong
 

Alexandra Armstrong, CFP®, CRPC®

Founder & Chairman Emeritus

[email protected] 

 

Our Team

 
Betsy Fleming
 

Betsy Fleming, AIF®

Vice President and Chief Compliance Officer

[email protected]

Beate Ruffin
 

Beate Ruffin

Vice President, Administration and Finance

[email protected]

Sumedha Malhotra
 

Sumedha Malhotra, CFP®

Financial Planner

[email protected]

Elizabeth Schleifer
 

Elizabeth Schleifer, CFP®

Paraplanner

[email protected]

Nicolette Davicino
 

Nicolette Davicino

Paraplanner

[email protected]

Emilia White
 

Emilia White

Paraplanner

[email protected]

Josh-Kaplan
 

Josh Kaplan

Paraplanner

[email protected]

Joan Collins
 

Joan Collins

Front Desk Coordinator

[email protected]

Valerie Donely
 

Valerie Donely

Client Service Associate, Administrative Lead

[email protected]

Chaunte Stallworth
 

Chaunté Stallworth

Client Service Associate, Operations Lead

[email protected]

Sana Jafarey
 

Sana Jafarey

Client Service Associate

[email protected]

Zachary
 

Zachary Kaufman

Client Service Associate

[email protected]