Our Team

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

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

John R. Brodacki III Partner, Director of Private Wealth

John R. Brodacki III
Partner, Director of Private Wealth

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

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

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

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

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

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

Rick R. Racine Senior Consultant AIF, PPC

Rick R. Racine
Senior Consultant
AIF, PPC

Kate A. Zimmerman Senior Consultant, Director of Education

Kate A. Zimmerman
Senior Consultant,
Director of Education

Jack K. Burke Financial Consultant

Jack K. Burke
Financial Consultant

Rosario S. Salamone Research Analyst MAFM, CIMA®

Rosario S. Salamone
Research Analyst
MAFM, CIMA®

Bobby Jones Research Analyst CFP®

Bobby Jones
Research Analyst
CFP®

Rochelle M. Gouger Business Development MSA, CPA

Rochelle M. Gouger
Business Development
MSA, CPA

Jordan C. Jones Operations Manager Retirement Programs

Jordan C. Jones
Operations Manager
Retirement Programs

Kaelan C. Fitzpatrick Business Intern

Kaelan C. Fitzpatrick
Business Intern

Carter N. Thallon Director of Marketing & Communications

Carter N. Thallon
Director of Marketing & Communications