Our Team
Partners
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T. Joseph Barger CRPC®, CLTC
Partner
Financial Planner -
Harry Horn CLU®, ChFC®, CRPC®
Partner Emeritus
Special Project Consultant -
Brent J. Kvech, AWMA®
Partner
Financial Planner -
Michael T. Leonard ChFC®, CRPC®
Partner
Financial Planner -
Michael C. McFeeley CFP®, MSFS, CRPC®, CBEC®
Managing Partner
Financial Planner
Financial Planners
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Edward Bird, MBA, CFP®
Financial Planner
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Richard Craft CFP®, ChFC®, CRPC®, CRPS®, AWMA®
Financial Planner
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Christina Dell'Aquila CWS®, CTFA, ATFA
Financial Planner
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Richard A. Faraone
Financial Planner
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Scott Gomsak, MBA
Financial Planner
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John Horn, CFP®, ChFC®
Financial Planner
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Aaron Kelly CFP®
Financial Planner
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Jim Metzbower
Financial Planner
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Scott D. Raab, CFF, CRPC®
Financial Planner
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Stanley R. Rodbell JD*, CFP®
Financial Planner
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Wesley Stout, MBA
Financial Planner
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Elizabeth Updike
Financial Planner
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R. Logan Waters, CBEC®
Financial Planner
Team Members
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Dennis Bauernschub, CLU®, ChFC®
Special Project Manager for Jim Metzbower
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Susan Beeman
Customer Service Manager for Elizabeth Updike
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Gisela Bell
Practice Manager for Wesley Stout
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Gina Craig
Practice Manager for Michael C. McFeeley
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Kim Dawson
Planner Assistant for Richard Faraone
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Robert Eisenberg, CLU®, ChFC®, CPA*
Director of Practice Management for Richard Faraone
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Jack Faraone
Client Relationship Manager for Richard Faraone
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Blake Gaulden, CFA, CFP®*
Chief Investment Officer
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Judy Gentry
Staff Accountant
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Gavin Gomsak
Planner Assistant for Scott Gomsak
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Jamison Gomsak
Senior Client Relationship Manager for Scott Gomsak
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Diana Goode
Practice Manager for John Horn
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Conor Guillott
Director of Client Services for T. Joseph Barger
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Greg Gulling
Client Relationship Manager for Logan Waters
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Will Horn
Implementation Coordinator for John Horn
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Steven James
Investment Department Specialist
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Josie Kim
Office Administrator
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Carole Leitgeb
Registered Practice Manager for Brent Kvech, AWMA
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Patrick McCabe
Investment Processor
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Stephen McNear, MBA
Chief Operating Officer
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Melanie Morris
Practice Manager for Michael Leonard
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Wendy Sinclitico
Practice Manager for Richard Craft
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Silvia Stazio, CFP®*
Director, Financial Advisory Services for Richard Faraone
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Mandy Stotler
Practice Manager for Scott Gomsak
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Ashley Vest
Operations Manager
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Phyliss Warlick
Insurance Specialist