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Our Team

Adam J Neubauer

Partner and Wealth Management Advisor

Kenneth A Fox J.D.

Partner and Wealth Management Advisor

Daniel Grance

Partner and Wealth Management Advisor

James JD Sylvanus

Lead Financial Plan Analyst

Tracy J Coleman

Chief Communications and Marketing Officer

Jamie Kluz

Chief Operations Officer

Michael Karsner ChFC®, CFP®

Director of Investments

Hope Hambleton

Associate Wealth Management Advisor

Drew Venus MBA

Associate Wealth Management Advisor

Nicole Klatchko

Workflow Manager

Oksana Shkilnyk

Scheduler