Associates

Advisor

• Paul M. Mitchell, CFP^®, RICP^®, CFBS

  Partner, Financial Planner

• Luke R. Chapman, CFP^®, CEPA, BSP

  Partner, Financial Planner

• Matthew M. Stranix, CFP^®, RICP^®

  Partner, Financial Planner

Staff

• Michael Saunders, MFP^®

  Investment Specialist

• Alicia Croce

  Practice Manager

• Jenna Appleby

  Client Service Associate

• Andrea McPherson

  Client Service Associate

• Timothy O’Rourke

  Advisor Support Specialist

• Eamon Scanlon

  Paraplanner

• Emma Lytle

  Lead Paraplanner