Our Valuable Team Members

Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Managing Partner
Bruce Williams, CFA
Bruce Williams, CFAPartner
Brian N. Jackson, CFA, CFP®, CTFA
Brian N. Jackson, CFA, CFP®, CTFAPortfolio Manager
Matthew Kelly, CFP®, CIMA®
Matthew Kelly, CFP®, CIMA®Portfolio Manager
Michael Lossing, CFP®
Michael Lossing, CFP®Portfolio Manager
Barrett Geist, CFP®
Barrett Geist, CFP®Senior Associate
Rich Antonio
Rich AntonioAssociate
Taylor Manly
Taylor ManlyAssociate
Andrea Renouard
Andrea RenouardAssociate
John Ellison
John EllisonAssociate
Stephen Mandracchia
Stephen MandracchiaAssociate
Katherine Tanner
Katherine TannerIntern