Associates

 
  • Jen Jones

    Executive Director

  • Shanna J. Kehoe

    Sr. Wealth Manager, Personal CFO

  • Lecia Laswell

    Client Service Associate

  • Dan Pasternack

    Associate

  • Staci Scharadin-Chamberlain

    Chief Executive Officer CFP®, CEPA®, CWS®

  • Alyson Sheradin

    Client Service Consultant