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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.
Brandon J. Shaw
AEP®, CFBS, CFP®, CPWA®
Senior Partner
Wealth Management Advisor
Gregory S. Lippert
CFP®, CFBS
Managing Partner
Financial Planner
Dennis J. Kistner
Senior Partner
Director of Workplace Solutions
Michelle E. Day
RPA, RICP®, CMFC
Financial Advisor
Jeff Neavor
CFP®, ChFC®
Relationship Manager
Financial Planner
Sandra M. Olenick
ChFC®
Financial Planner
Tyson Sears
CFP®, ChFC®
Relationship Manager
Financial Planner
Vincent C. Silvio
CFP®
Relationship Manager
Financial Planner
Paul H. Herzog
ChFC®
Senior Partner Emeritus
Wealth Management Advisor Emeritus
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