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]

Alexandra Armstrong
 

Alexandra Armstrong, CFP®, CRPC®

Founder & Chairman Emeritus

[email protected] 

 

Our Team

 
Betsy Fleming
 

Betsy Fleming, AIF®

Vice President and Chief Compliance Officer

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Beate Ruffin
 

Beate Ruffin

Vice President, Administration and Finance

[email protected]

Mary Lou Smart
 

Mary Lou Smart, FPQP™

Operations Manager

[email protected]

John Wittelsberger
 

John Wittelsberger, CFP®

Associate Financial Advisor

[email protected]

Sumedha Malhotra
 

Sumedha Malhotra, CFP®

Financial Planner

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Elizabeth Schleifer
 

Elizabeth Schleifer, CFP®

Paraplanner

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Nicolette Davicino
 

Nicolette Davicino

Paraplanner

[email protected]

Emilia White
 

Emilia White

Paraplanner

[email protected]

Joan Collins
 

Joan Collins

Front Desk Coordinator

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Valerie Donely
 

Valerie Donely

Lead Client Service Associate

[email protected]

Chaunte Stallworth
 

Chaunté Stallworth

Client Service Associate

[email protected]

Josh-Kaplan
 

Josh Kaplan

Client Service Associate

[email protected]