1. Who we are
  2. /Team

Team

Our Advisors

Ryan Right x800


Ryan M. Fleming, CFP®, AIF®
Principal
[email protected]
 

Mary Right x800


Mary L. Moore, CFP®
Principal
[email protected]

Chris Right x800


Chris Rivers, CFP®, CRPC®
Principal
[email protected]
 

Carl Right x800


Carl Holubowich, CFP®
Principal
[email protected]

Mitch Left x800


Mitch Strobel, CFP®
Financial Advisor
[email protected]

Alex Right x800


Alexandra Armstrong, CFP®
Chairman Emeritus
[email protected] 

Our Team

Betsy Right x800


Betsy Fleming, AIF®
Vice President and Chief Compliance Officer
[email protected]

Beate Right x800


Beate Ruffin
Vice President, Administration and Finance
[email protected]

Mary Lou Right x800

Mary Lou Smart, FPQP™
Operations Manager
[email protected]
John Left x800
 


John Wittelsberger, CFP®
Associate Financial Advisor
[email protected]
 

Malhotra, Sumedha 2
 

Sumedha Malhotra, CFP®
Financial Planner
[email protected]

 

 

 

Elizabeth S Left x800
 


Elizabeth Schleifer
Paraplanner
[email protected]

Nicolette portrait


Nicolette Davicino
Paraplanner
[email protected]

Joan Right x800


Joan Collins
Front Desk Coordinator
[email protected]

Valerie Right x800


Valerie Donely
Lead Client Service Associate
[email protected]

 

Emilia Right x800


Emilia White
Paraplanner
[email protected]

Chaunté 2 - low res 1200 px


Chaunté Stallworth
Client Service Associate
[email protected]

Berry, Alastair


Alastair Berry
Client Service Associate
[email protected]