Seeking a local CERTIFIED FINANCIAL PLANNING® Professional?
Meet our team below.
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Rob Cucchiaro, CFP®
President
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Hal Porter, MBA
Of Counsel
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Scott Terry, CFP®
Financial Planner
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Ryan McCloskey, CFP®, CTS
Financial Planner & CCO
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Jennifer Butler, CFP®
Director of Financial Planning
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Madison Mueller, EA, MAcc
Head of Tax Strategy
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Debbie Pham, EA
Tax Director
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Dustin Burkhart, EA, CFP®
Financial Planner
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Nick Lemus, CFA, CFP®
Portfolio Trader & Administrator
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Geoffrey Griffin
Relationship Manager
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Kevin Burt, WMS™
Client Service Associate
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Maryline Cucchiaro
Office Manager
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Lauren O'Grady, FPQP®, WMS™
Executive Project Coordinator
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Jonathan Parsons
Staff Tax Accountant