Partners & Financial Advisors

Brian D. Holmes

President, CEO
MS, CFP®, AIF®

Gary K. Liska

Founding Partner
MS, CFP®, AIF®, CMFC®, AAMS®

Mark Copeland

Founding Partner
CFP®, AIF®

Paul Taghibagi

Founding Partner
CFP®, AIF®

Vince DiLeva

Managing Senior Partner
MS, CFP®, AIF®

Theodore E. Saade

Managing Senior Partner
CFP®, CMFC®, AIF®

Jennifer Kim

Managing Senior Partner
MS, CFP®, CMFC®, ChFC®, CLU®

William D. Glubiak

Director

Fritz Miller

Senior Partner
CFP®, ChFC®, AIF®

Eric C. Pritz

Senior Partner
CFP®

John P. Keenan

Senior Partner
CFP®, AIF®, C(k)P®

Michael Evans

Senior Partner
CFP®, CMFC®

Thomas C. West

Senior Partner
CLU®, ChFC®, AIF®

David L. Johnson

Senior Partner
CFP®, AIF®

Azim Nakhooda

Senior Partner

Frank Legan

Partner

Mark Munday

Partner
CFP®

David Robertson

Partner
CFP®, JD

Howard Slater

Partner
MBA, MSFS, ChFC®, BFA, CLU®

Len Hirsh

Partner
MBA, CFP®, CPWA®, AIF®

Rebecca Bar-Shain

Senior Financial Advisor
CFP®

Edward DeTomaso

Senior Financial Advisor
CLU®, ChFC®

Daniel Nigito

Senior Financial Advisor
CFP®

Robert J. Curtiss

Senior Financial Advisor
CFP®, CWS®, AIF®

Patrick Currall

Senior Financial Advisor
MBA, CFA®

Hayley Wood Bates

Senior Financial Advisor
MBA, CFP®, AIF®

Chad Bates

Senior Financial Advisor
CFP®, AIF®

Michael Macauley

Senior Financial Advisor
MBA, CFA®, CFP®

Chad Miller

Senior Financial Advisor
CFA®

Eugene Lev

Senior Financial Advisor
RICP®, AIF®

Chris Gardner

Senior Financial Advisor
CFP®, AIF®

Bill Collopy

Senior Financial Advisor
MBA, CMFC®, AIF®

Hampton C. Adams III

Financial Advisor
AIF®

Jonathan Nicolas

Financial Advisor
AIF®, BFA®, C(k)P®, LUTCF

Harry Schiavone

Financial Advisor

Kyle Smith

Financial Advisor
CFP®

Andrew Rome

Financial Advisor

John Rasic

Financial Advisor
CFA®, CFP®, CMFC®, AIF®

Angela L. Miller

Financial Advisor

Jared Chase

Financial Advisor
CFP®

Jon Arntz

Financial Advisor
CFP®

Michael DeJohn

Financial Advisor

Adam Meidenbauer

Financial Advisor
CFP®

Christine Sivak

Financial Advisor
AIF®, CPFA®, QKA®

Kade Orsburn

Financial Advisor


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