Our Valuable Team Members

Paul Alston, CFA
Paul Alston, CFAPartner
Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Partner
Jeffrey Shiffra, CFA, CPA
Jeffrey Shiffra, CFA, CPAPartner
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
William Lee, CFA, CFP®
William Lee, CFA, CFP®Portfolio Manager
Barrett Geist, CFP®
Barrett Geist, CFP®Senior Associate
Michael Lossing, CFP®
Michael Lossing, CFP®Senior Associate
Vince Guarino, CFP®
Vince Guarino, CFP®Associate
Rebecca Whitaker, CFP®
Rebecca Whitaker, CFP®Associate
Rich Antonio
Rich AntonioAssociate
Taylor Manly
Taylor ManlyAssociate
Andrea Renouard
Andrea RenouardAssociate
Stephen Mandracchia
Stephen MandracchiaAssociate
Luke Tanner
Luke TannerIntern