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.

Founder

Michael J. Chasnoff, CFP®- President & CEO


Wealth Advisory Team

John S. Evans, CPA, CFP® - Director

Thomas E. Bentley, MBA, CTFA - Senior Manager

Scott M. Barbee, CFP® - Manager

Patricia J. Helwig, CRPC® - Associate

Courtney M. Weber, CPA - Associate

Heather J. Swob, CFP® - Associate


Investment Advisory Team

Steven T. Condon, MBA, CFA - Director

Bradley A. Reed, MBA, CFA - Senior Manager

Scott M. Keller - Manager

Timothy J. Topicz - Analyst


Client Services and Business Operations Team

Janel E. Carroll, CPA, CFP® - Director

Alexandra H. Ollinger, MBA, CFP® - Manager

Margarita M. Garcia - Manager

Katrina M. Hartsel - Analyst

Marianne Blount - Associate

Lisa B. Reynolds - Associate

Sharon Arnold - Associate