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Team
Meet your dedicated team of specialists.
Specialization
All Specializations
Principals
Wealth Management
Operations
Ashley Bebeau, CFP®
Principal, Wealth Advisor, & Senior Financial Planner
Mary Berman
Client Service Associate
Toni Bregenzer
Risk & Compliance Manager
Tom Buhrmann, CIMA®
Principal & Wealth Advisor
Christina Cartes
Operations Associate
Wes Chan
Client Service Analyst
Andrew Cohn, C(k)P®, AIF®
Retirement Plan Advisor
David Copeland
Principal & Co-Founder
Matthew Cox
Operations Associate
Andrew Denenberg, CFP®
Principal & Wealth Advisor
Jordan Dombrowski
Client Service Administrator
Lee Ford
Information Technology Manager
Michael Garrison, CFA®, CFP®
Director of Investments & Wealth Advisor
Kathleen Gould
Client Service Associate
Kristopher Gutowski
Wealth Advisor
Joanna Hurley
Receptionist & Administrative Assistant
Michael Karmin, CFA®, CFP®
Principal & Wealth Advisor
Kathy Klein, CFP®
Wealth Advisor
Marcie Nach, CFP®
Financial Planner
Lauren Novak
Manager of Investment Operations
Lindsay Pflug
Director of Business Management
Jessica Pickens
Principal & Chief Operating Officer
A.J. Price, CPA, CFP®
Wealth Advisor
Neal Price, CPA, CFA®, CFP®
Principal & Co-Founder
Cory Rappaport, CPA
Wealth Advisor
Adam Rudolph, CFP®
Wealth Advisor
Wendy Sabul-Mintzer
Operations Associate
Jaclyn Simon
Manager of Client Service
Merrick Singer
Client Service Associate
Joseph Thompson
Wealth Advisor
Justin Truong
Client Service Analyst
Vishaal Tummala, CFP®
Wealth Associate
Michele Turner
Senior Client Service Associate
Gabrielle Wagor
Marketing & Events Strategist
Brian Wendt
Manager of Client Operations
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