Planning

Scott Pinkerton

Scott Pinkerton

CFP®, AIF®, CIMA®, CPWA®
Planner,              Managing Partner

Brad Patton

Brad Patton

CFP®, ChFC®, CWS®, CRPC, AAMS
Planner

Scott Pinkerton

Ryan Henderson

CFP®, ChFC®, CLU®, CEP®
Planner

Colton Lightner

Alet Filmalter

Associate Planner

Colton Lightner

Colton Lightner

Associate Planner

Betsy Steiner, Senior Consultant

Betsy Steiner

Senior Consultant,Family Office Services

Investment

Patrick Baumann, Chief Investment Officer

Patrick Baumann

CFA®, CTP
Chief Investment Officer, Institutional Consultant

Andrew Fusco, Analyst & Portfolio Administrator

Andrew Fusco

Analyst & Portfolio Administrator

Jake MacFarlane, Associate Analyst

Jake MacFarlane

Associate Analyst

Compliance & Operations

Donna Guinta, C.O.O.

Donna Guinta

Chief Operating Officer,Chief Compliance Officer

Tracy Knight, Marketing & Recruiting Director

Anne Buckley

Director of Client Services & Operations

Service

Pamela Blewett, Client Relationship Manager

Claudrick (Uri) Lafontant

Client Relationship Manager

Janet Buley, Client Relationship Manager

Janet Buley

Client Relationship Manager

Susan Keen, Client Relationship Manager

Carter Couchot

Client Relationship Manager

Susan Keen, Client Relationship Manager

Susan Keen

Client Relationship Manager

Support

Jasmine Johnson, Private Wealth Coordinator

Jasmine Johnson

Private Wealth Coordinator

Tracy Knight, Marketing & Recruiting Director

Tracy Knight

Marketing & Recruiting Director