Our
Firm
Portfolio Management
Our team of CFA® charterholders designs portfolios to meet our clients’ financial needs.
Richard Boyer, CFA, CFP®
Laura Carley, CFA, CFP®
Cory Bloodgood, CFA
Wealth Advisors
We listen to our clients and offer expert advice to help them navigate through their financial lives.
Eric Clark, CFP®
Cindy Wysong, CFP®
Sean Easterly, CFP®
Compliance & Operations
We work alongside Portfolio Management and our Wealth Advisors to ensure our clients’ plans are implemented smoothly and efficiently. We are instrumental in protecting and growing our clients’ assets.
Brian Hackleman
Pat Burns
Jen Barker
Mark Milosovich
Courtney Galvan
