Thomas Price, MBA, CWS®, CRC®, AIFA®
Director of Wealth Management
Connor Price
Chief Investment Officer
Thomas Cripps, CPA
Chief Financial Officer
Matt Clarin
Chief Technology Officer
Aaron Sal, CFP®, CPA, CEPA
Wealth Advisor
Brett Bauman
Wealth Advisor
Kerry Bean, CPA, ABV
Business Valuation Advisor
Tessa Keena, CPA
Accounting Solutions Advisor
Heather Halligan, MBA
Marketing Manager
Hillary Miller, SHRM-SCP, MBA
HR Manager
Lynette Rogell
Client Relations Associate
Kenzie Zuchowski
Client Relations Associate