Teamwork is not work to us. It is a way of life. We get together to get to know you, to understand and prioritize your goals, so that we can provide you with varied skills and perspectives to create thoughtful solutions.
Working in unison allows us to have a professional on hand who understands you and your situation. We also collaborate with other professions to help make sure your financials are aligned with your goals.
Meet Your Team
Bryan E. Kelly, CFP®
Founding Partner
Chad T. Arrington, CFP®
Partner
Tom Cusick, CFP®
Partner
Michele M. Wolbert, Principal, FPQP®
Executive Vice President, Administration
Michael J. Bertrand, FPQP®
Vice President of Trading, Operations & Portfolio Administration
Charles Wolpoff,
Principal, CFP®, JD, LLM, AIF®, ChFEBC℠
Director of Communications & Research
Anika S. Jones, Esq.
General Counsel,
Chief Compliance Officer
Jodi M. Davis,
Principal, ChFEBC℠
Financial Advisor
Rick Fletcher, CFP®, CEPA™, ChFEBC℠
Executive Vice President,
Financial Advisor
Joseph P. Henninger, CFP®
Financial Advisor
Zachary Smith, CFP®
Financial Planner
Jordan L. Heaps, CFP®
Financial Planner
Jacob P. Adkins, CFP®
Financial Planner
Lauren Madison
Financial Planning Associate
Naomi Kanithi
Financial Planning Associate
Carrie Anderson, CES™
Senior Service and Operations Specialist
Julie Shearman
Service and Operations Associate
Katherine V. Kelly
Community Relations Liaison
Caryn Ches, FPQP®
Service and Operations Associate
Kara Gier
Client Service Associate