Leadership Team

Scott Everhart

President & CEO CFP®, AIF®, CEPA

Matthew Romeo

Partner, EVP - Wealth Management CFP®, AIF®

Brian Hanna

Partner, EVP - Retirement Plans AIF®

Frank Ciotola

Partner, Senior Retirement Plan Consultant & Wealth Management Advisor AIF®

Steven Reinsel

Partner, Chief Compliance Officer & General Counsel

Lisa Block

Partner & Senior Retirement Plan Consultant CLTC®

Ian Schmidt

Partner & Wealth Manager CFP®, AIF®

Jonathan Hlavac

Partner, Retirement Plan Consultant & Wealth Manager CFP®

Becky McMillen

Partner & Senior Relationship Manager RPA, AIF®

Logan Jones

Partner & Wealth Manager CFP®, CIMA®

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