Our Associates

 

  • Elaine M. Shanley, CFP®, AIF®, CDFA®

    Partner

  • Thomas M. Brown, CLU

    Partner

  • Cynthia Klein Goldberg, CLU

    Partner

  • Kalen D. Baxter, CFP®

    Partner

  • Karin Rittenhouse

    Operations Manager

  • Suzanna Emmerich

    Client Relationship Manager

  • Thomas O'Connor

    Wealth Manager Assistant

  • Lauren Wickenheiser

    Client Relationship Manager

  • Nicole Race

    Wealth Manager Assistant