A Close Knit Team Of Multidisciplinary Advisors
Michael J. Aroesty
CFP®
Chief Investment Officer
Jody R. Beegle
Client Service Associate
Richard Chen
Chief Compliance Officer
Taylor Glock
MBA
Financial Advisor
Curtis W. Hart
Associate Advisor
Robert Holler
Senior Financial Advisor
Steven Kohler
CFP®, CPFA®
Chief Planning Officer
Nancy I. Kunz
CFP®, CPFA®, ChFC®, CLU®
Senior Financial Advisor
Marvin N. Ledgister
Associate Advisor
Leah E. McNally
Client Service Associate
Loraine Montanye
CFP®, AIF®
Managing Director, Fiduciary Plan Solutions
Heather Ostrowski
Chief Financial Officer
Connie J. Pallof
QKA®
Client Service Associate
Jesse B. Root
CFA®
Chief Operating Officer
Alec F. Root
CFA®
Senior Advisor
David B. Root, Jr.
CFP®
Founder & Chief Executive Officer
Karleen Schroyer
Receptionist and Office Assistant
Adam M. Souply
CFA®, CPFA®, AIF®, MBA
Senior Financial Advisor
Charles J. Stout
JD, AIF®
Senior Financial Advisor
Jeremy L. Suschak
CFP®
Head of Business Development
Amber Walker
Senior Retirement Plan Analyst
Dana Zarnich
Compliance Officer