Wade Marcy , CRPC™

President & CEO

Chief Financial Planner

Financial Advisor & Co-Founder

Michael Turgeon, ChFC®, CEPA

Senior Financial Advisor

Co-Founder

Rob Takacs

Chief Investment Officer

Financial Advisor

Ben Treece

VP of Business Development

Financial Advisor

Parnick Jennings

Investment Advisor

Financial Advisor

Matt Hertig

VP of Business Solutions

Financial Advisor

Vinny Merino

VP of Estate Planning

Wills & Trusts

Attorney at Law

Amanda Ross

VP of Tax Preparation

Tax Preparation

Accountant

Kimberly Kirk

Associate

Insurance Specialist

Chris Prudent

Associate

Insurance Specialist

Chris Miller

Director

High Net Worth Tax

Financial Professional

Dan Neglia

Director

Healthcare

Bernie Olszeski

Director

Medicare

Kevin Fuqua

Director

Retirement Income Specialist

Financial Professional

George Danusis

Associate

Certified Financial Coach

Kara Ramey

Associate

Insurance Specialist

Natalie Jordan

Associate

Insurance Specialist

Zack Witterman

Associate Representative

Research

Tatum Rutherford

Associate Representative

Public Relations

Millie

Chief Morale Officer