Meet Our Team

Maury Fertig

Co-founder/Chief Investment Officer

Robert Huffman III

Co-Founder/Chief Executive Officer

Rebecca Deaton, CFP®

Partner, Financial Advisor

Catherine Goel

Partner, Chief Operations Officer, and Chief Compliance Officer

David McGranahan

Partner, Financial Advisor

Gregory Neer

Partner, Portfolio Manager

Brian Callahan

Relationship Manager

Mary Beth Cook

Operational Assistant

Douglas Crimmins

Director, Senior Portfolio Manager

Jennifer M. Davis, CFP®

Vice President, Financial Advisor

Jeff Fosselman, CPA, CFP®, JD

Director, Senior Wealth Advisor

Kate Glanz, CFP®

Vice President, Financial Advisor

Christina MacQuarrie

Vice President, Compliance & Operations

Ernie MacVicar

Relationship Manager

Quinn Martin, CFP®

Associate, Financial Advisor

Rita Osborne

Operations and Client Service Associate

Brian Roselle

Vice President, Client Service

Alexandrea Smith

Operations and Client Service Administrator

Whitney Spalding Spencer, CFP®

Vice President, Financial Advisor

Mike Taggart, CFA

Vice President, Investment Research & Operations

Ruth F. Uress, CFP®

Director, Financial Advisor