Our team of advisors consists of highly-credentialed financial specialists who work together to serve high-net-worth individuals and families. We strategically integrate the disciplines of Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Certified Trust and Financial Advisor (CTFA) with investment acumen and experience to offer a broad-based wealth management solution. Our team of advisors and support personnel is committed to delivering broad-based, expert advice with an emphasis on superior client service.

---

Michael J. Chasnoff, CFP® President & CEO Janel E. Carroll, CPA, CFP® Director, Business Operations & Client Services Steven T. Condon, MBA, CFA Director, Investment Advisory Services John S. Evans, CPA, CFP® Director, Wealth Advisory Services Thomas E. Bentley, MBA, CTFA Senior Manager, Wealth Advisory Services Bradley A. Reed, MBA, CFA Senior Manager, Investment Advisory Services Scott M. Barbee, CFP® Manager, Wealth Advisory Services Scott M. Keller Manager, Investment Advisory Services Alexandra H. Ollinger, MBA Manager, Marketing & Client Services Patricia J. Helwig, CRPC® Associate, Wealth Advisory Services Heather J. Swob, CFP® Associate, Wealth Advisory Services Courtney M. Weber, CPA Associate, Wealth Advisory Services Katrina M. Hartsel Analyst, Business Operations Marianne Blount Associate, Client Services Lisa Boudrie Reynolds Associate, Client Services