Meet Our Team

D85_6913 copy.jpg

Burwick, Michael, JD, LLM 

General Counsel

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

johannes_edited_edited.jpg
  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

Kent Head Shot blue-min_edited.png

Fitzpatrick, Kent, AIFA, GFS

Managing Director, Senior Consultant

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

Burwick, Michael, JD, LLM     

General Counsel

Ext. 118

Barron, Jeanell    

General Counsel

Ext. 121

Ernharth, Johannes, AIFA

Senior Consultant

Ext. 138

Fitzpatrick, Kent, AIFA, GFS

Managing Director, Senior Consultant

Ext. 126

Gentry, John, AIF, CFP, CEBS, CPK

Director of Retirement, Senior Consultant

Ext. 127

Gouger, Rochelle, CPA, MSA

Business Development

Hardy, Bruce, MBA

Director of Private Asset Mgt, Senior Consultant

Ext. 122

Killilea, Greg

Financial Consultant

Ext. 120

Mahony, Bill, JD, CPA

Director of Estate Planning, Senior Consultant

Ext. 222

Martins, Veronica

Marketing Associate

Ext. 132

Middleton, Joey

Director of Sports Management

Ext. 128

Moussa, Luseen

Visual Communications Associate

Ext. 129

O'Brien, Dave, CFP, CAIA

Senior Consultant

Ext. 130

O'Neill, Bill, AIF

Business Operations Mg, Financial Consultant

Ext. 137

Olsson, Steve, JD

Senior Consultant

Ext. 119

Racine, Rick, AIF, PPC

Senior Consultant

Ext. 134

Salamone, Rosario, MAFM, CIMA

Director of Research, Partner

Ext. 133

Sullivan, Michele

Accounting

Swinton, Russell

Financial Consultant

Ext. 131

Whalen, Sean

Director of Private Wealth, Partner

Ext. 135

john gentry.JPG

Gentry, John, AIF, CFP,

CEBS, CPK
 


Director of Retirement,

Senior Consultant

Rochelle.png

Gouger, Rochelle, CPA, MSA 

Business Development

postcard_bruce copy 2 copy.jpg

Hardy, Bruce, MBA

Director of Private Asset Mgt,

Senior Consultant

D85_6913 copy.jpg

Burwick, Michael, JD, LLM 

General Counsel

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

johannes_edited_edited.jpg
  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

Kent Head Shot blue-min_edited.png

Fitzpatrick, Kent, AIFA, GFS

Managing Director, Senior Consultant

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

Meet The Team

Jon Doe

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

Jane Doe

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.

James Doe

  • Grey LinkedIn Icon

I’m a paragraph. Double click me or click Edit Text, it's easy.