Our Team
Our team specializes in various areas of financial planning and is built to help ensure we provide the highest level of service possible. Throughout our partnership with clients, our team members provide a personalized experience in order to fully understand each unique situation and set of goals a client may have so we can provide the best possible solutions.



Gregory S. Lippert
CFP®, CFBS
Managing Partner
Investment Advisor


Michelle E. Day
RICP®, RPA®, CMFC
Financial Advisor

Brandon J. Shaw
AEP®, CFBS, CFP®, CPWA®
Senior Partner
Wealth Management Advisor

Vincent C. Silvio
Relationship Manager

Jeff Neavor
CFP®, ChFC®
Relationship Manager

Kate Swearingen
Paraplanner

Tonya Krus
Operations Manager

Allison Armstrong
Client Experience Administrator

Ann Herring
Investment Specialist
