Meet Our Team

Maury Fertig

Principal, Senior Wealth Advisor

Rebecca Deaton, CFP®

Principal, Senior Wealth Advisor

Catherine Goel

Principal, Senior Wealth Advisor

David McGranahan

Principal, Senior Wealth Advisor

Gregory Neer

Principal, 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

Evan Ferry

Analyst - Research & Trading

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

Client Service Administrator

Whitney Spalding Spencer, CFP®

Vice President, Financial Advisor

Ruth F. Uress, CFP®

Director, Financial Advisor