Our Team

Kent A. Fitzpatrick Managing Director AIFA, ARPC, GFS®

Kent A. Fitzpatrick
Managing Director
AIFA, ARPC, GFS®

William B. Reeve Director of Financial Planning MBA, EA, CFA, CFP®

William B. Reeve
Director of Financial Planning
MBA, EA, CFA, CFP®

William D. Mahony Director of Estate Planning, Senior Consultant JD, CPA

William D. Mahony
Director of Estate Planning, Senior Consultant
JD, CPA

John R. Brodacki III Senior Consultant

John R. Brodacki III
Senior Consultant

Kate A. Zimmerman Director of Education, Senior Consultant

Kate A. Zimmerman
Director of Education,
Senior Consultant

Mark C. Griffith Director of Retirement Programs, Senior Consultant CPC, AIFA®

Mark C. Griffith
Director of Retirement Programs, Senior Consultant
CPC, AIFA®

Rosario S. Salamone Research Analyst MAFM, CIMA®

Rosario S. Salamone
Research Analyst
MAFM, CIMA®

Rick R. Racine Senior Consultant AIF, PPC

Rick R. Racine
Senior Consultant
AIF, PPC

Jack K. Burke Financial Consultant

Jack K. Burke
Financial Consultant

Carter N. Thallon Director of Marketing & Communications

Carter N. Thallon
Director of Marketing & Communications

Bobby Jones Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®

Rochelle M. Gouger Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA

 
Kristin L. Bertoline Director of Operations

Kristin L. Bertoline
Director of Operations