Our Advisors
Ryan M. Fleming, CFP®, AIF®
Principal
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Mary L. Moore, CFP®
Principal
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Chris Rivers, CFP®, CRPC®
Principal
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Carl Holubowich, CFP®
Principal
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Mitch Strobel, CFP®
Financial Advisor
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Alexandra Armstrong, CFP®
Chairman Emeritus
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Our Team
Betsy Fleming, AIF®
Vice President and Chief Compliance Officer
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Beate Ruffin
Vice President, Administration and Finance
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Mary Lou Smart, FPQP™
Operations Manager
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John Wittelsberger, CFP®
Associate Financial Advisor
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Elizabeth Schleifer
Paraplanner
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Nicolette Davicino
Paraplanner
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Joan Collins
Front Desk Coordinator
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Valerie Donely
Lead Client Service Associate
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Emilia White
Paraplanner
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Caroline Hupman
Client Service Associate
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Chaunté Stallworth
Client Service Associate
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