Associates

 
  • Christine Basilii

    Christine Basilii

    Operations Associate

  •  David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS

    David J. Berkeihiser, CFP®, ChFC®, AEP®, CFS

    CERTIFIED FINANCIAL PLANNER™ Professional

  • Lorelei Danuser

    Lorelei Danuser

    Operations

  • Tor E. Hotham, CFP®, ChFC®, AEP®

    Tor E. Hotham, CFP®, ChFC®, AEP®

    CERTIFIED FINANCIAL PLANNER™ Professional

  • Robert D. Sullivan, ChFC

    Robert D. Sullivan, ChFC

    Chartered Financial Consultant

  • Dennis Wallace

    Dennis Wallace

    Financial Advisor