Meet Our Team
Find a Financial Advisor
- Dan Leahy, CFP®
- Dan Helmick
- Dee Kerr, CFP®
- Edward M. Haberer
- Eric Pettway, CFA
- Hal Klink
- Irene Dake
- Jim Owens, CFP®
- Kathryn McNeely
- Kelli Tranbarger
- Kevin Kane
- Laura Moschel
- Leah Brady
- Liz Dayter
- Mike Whelan
- Omaid Rahimi
- Pashence Barrera
- Peter Abi Nader, CFP®
- Stefan Lang
- Thomas J. Ritter, Sr., CSCP®
- Tyler Lang, CFA
- Yousuf Tarin