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CONTACT AN ADVISOR
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CONTACT US
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Private Client Services
About
Why Us?
Our Team
Our Process
FAQs
Our Story
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Riskalyze
SECURE Act RMD Calculator
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Wealth Advisors
J. Joseph Roman
CPA/PFS, MST, CEPA
Managing Director, Senior Wealth Advisor
Matthew J. Kulpa
CPA, MBA
Principal, Wealth Advisor
Joel M. Davis
CFP®, MSFP
Financial Planner, Wealth Advisor
Client Services
William Uhlig, Jr.
Tax Manager
Jane-Ann Pineda
Accounting Specialist
Operations
Lisa A. Roman
Principal, Office Administrator
Sandra W. Depew
Administrative Associate
Lisa Roman-Fischetti
Operations Associate
PAWfessionals (AKA The Kibble Krew)
Harley Roman
Chief Comfort Officer
Luna Roman
Chief Comfort Officer II
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Mike Lawrence
CFA®
Portfolio Manager
Research Department
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner