Our Team

Team Members In

Advisory Team

Annie McCauley

CFP®

President

Zach Moore

CPA

Associate Director, Wealth Advisor

Erika Mutch

CFP®

Senior Director, Wealth Advisor

Alexandria Nadworny

CFP®

Vice President, Wealth Advisor

Ben Nadworny

Senior Director, Wealth Advisor

Katie Nentwick

J.D.

Senior Vice President, Regional Group Lead

Tom Neroni

Head of Advisor Integrations and Operations

Leslie Nettles

CFP®, WMS℠, AAMS®, CRPC®

Director, Wealth Advisor

Angela Neumann

CFP®, CAP®, MSFS

Senior Vice President, Wealth Advisor

Brittany O’Connor

CFP®

Vice President, Advisor Group Lead

Casey Oliver

CFP®

Director, Associate Advisor Group Lead

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Jenna Oriani

Associate, Wealth Management Analyst

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Natalie Ostrand

MBA

Associate, Wealth Management Analyst