Associates

• David R. Kibbe, JD

  President & CEO

• Nikki E. Anderson

  Operations Specialist

• Mark L. Andrews, JD, CTFA®

  Vice President, Wealth Advisor

• Clayton T. Bill, CFA

  Vice President, Director of Investment Advisory Services, Management Team Member

• Jessica K. Burbrink, CFP®, CTFA®

  Vice President, Investment Advisor

• Jay M. Burke

  Administrative Associate

• Julie Christeon

  Administrative Associate

• Tracy L. Clark, CTFA®

  Vice President, Wealth Advisor

• Susan L. Cybulski, CTFA®, CRC®, Certified Senior Advisor®

  Vice President, Wealth Advisor

• Ian J. Forte, JD

  Vice President, Wealth Advisor

• Jay S. Gosselin, QKA, QPFC

  Investment Advisor, Retirement Specialist

• Naomi C. Hall, QKA, CPFA®

  Vice President, Director of Retirement Plan Services

• Andrew P. Heck, JD, CTFA®, CFIRS™

  Vice President, Director of Trust Advisory Services and Trust Counsel, Management Team Member

• Martin D. Hillery, JD

  Vice President, Wealth Advisor

• Hunter M. Horan

  Investment Associate

• Amy D. Jordan, CTFA®, AWMA®

  Client Service Specialist

• Mary Klute

  Administrative Associate

• Victoria Lamprakes, CPA

  Senior Fiduciary Tax Manager

• Noelle Leszczynski

  Administrative Associate

• Cheron L. Merten, CTFA®, CFIRS™

  Vice President, Director of Compliance, Management Team Member

• Kathy Misukanis

  Administrative Associate

• Steven Moore

  Vice President, Director of Information Technology

• Karen Nevorski, CFP®, CTFA®, Certified Senior Advisor®

  Vice President, Wealth Advisor

• Stephen J. Nilles, CFP®

  Vice President, Director of Client Services, Investment Advisor, Management Team Member

• Janelle Phelps

  Account Manager

• Jon-Michael Plennert, CFP®

  Vice President, Investment Advisor

• Patricia L. Powers

  Operations Manager

• Bruno R. Riboni, MBA

  Vice President, Investment Advisor

• Haley Rulli

  Wealth Advisor

• Jennifer Sailor, CPA

  Chief Financial & Operating Officer, Management Team Member

• Rob Santoni

  Vice President, Investment Advisor

• Dawn Teeters

  Office Manager & Receptionist

• Michelle A. Thurin

  Wealth Advisor, Estate Specialist

• James P. Welsh, CTFA®

  Vice President, Wealth Advisor

• Jennifer Williams, CTFA®

  Administrative Associate & Office Manager

• Janel Wilson

  Operations Manager

• Tammera Wine

  Director of Marketing & Community Relations

• Sara Wolfe, CRPP®

  Retirement Plan Administrator