Our Full Team
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Specialized Practice Groups:
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Vickie Bauer
Executive Assistant to David H. McKinley
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Jessica M. Becker, SHRM-SCP®
Director of Human Resources
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John J. Binz, JD
Financial Strategist and Chief Compliance Officer
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Julie Brown, CFP®
Financial Strategist
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Chris Buck, CFP®, CeFT®
Regional Manager and Financial Strategist
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Will Carter, JD
Senior Advisor
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Chelsea Clegg, CFP®
Financial Strategist
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Larry Crimmins Jr., CPA/PFS (Retired)
Financial Strategist
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Erica L. Crouse
Technology Coordinator
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Nicole Dray, CFP®
Associate Financial Strategist
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Matt Epling
Client Coordinator
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Joel A. Estes, CFP®, AIF®, CPFA®, NQPC™
Financial Strategist
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Nicole Gabriel, CFP®
Financial Strategist
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Monica M. Garver, CFP®, AIFA®, CPA (Retired)
Director of Retirement Plan Services and Financial Strategist
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Dino A. Giovannone, CRPS®, CPFA®
Financial Strategist
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Brian T. Gongaware, CFP®, SE-AWMA™
Director of Advisory Services
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Janelle M. Grandstaff
Operations Coordinator
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Carla M. Hayes
Administrative Assistant
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Adam Headley, FPQP®
Client Coordinator
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Amy Lazarus Humphrey
Operations Supervisor
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Alyson J. Hurley
Marketing and Communication Manager
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Joshua M. Johnson, CFP®
Financial Strategist
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Ethan Klie
Client Coordinator
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Brian Lipton, CFP®, CPA, PFS, AIF®
Financial Strategist
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Tracy Mason-Collins, SHRM-CP®
HR Administrator
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Kathleen A. McDermott
Business Development Manager and Director of Nonprofit Advisory Services
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David H. McKinley, CFP®
President
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Teresa (Dolan) Michaels, CFP®
Regional Manager and Financial Strategist
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Judy Moore
Receptionist
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Frank R. Neiderhiser, CFP®
Regional Manager and Financial Strategist
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David P. Nolan
Chief Investment Officer
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Michael O'Brien, CPA
Associate Financial Strategist
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Rich Oliver, FPQP®
Client Coordinator
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Tom Parker
Operations Coordinator
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Lori Payne
Chief Administrative Officer
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Tyrone C. Phillippi, CFP®, CeFT®
Director of Wealth Management and Regional Director
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Julie Ryan
Senior Accountant
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Lu Ann Ryniec
Executive Assistant
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Teresa K. Shawver, FPQP®, CPFA®
Manager of Advisory Service Standards
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John Slicer, FPQP®, CRPS®, AIF®
Financial Strategist
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Suzette M. Smith
HR Administrator
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Joe Spangler
Administrative Coordinator
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Nick Stebner, CFP®, CPWA®
Financial Strategist and Operations Manager
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Sandy Steedle
Client Coordinator
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Jeffrey Stenhouse, FPQP®, APMA™
Client Coordinator
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Drew Tardy, CLU®, ChFC®
Regional Manager and Financial Strategist
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Leigh Trischler
Controller
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Chelsea Weiss
Administrative Coordinator
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Kathy L. White, FPQP®, CRPC®
Retirement Plan Specialist
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David P. Wilcox II, CPWA®
Financial Strategist
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Jay Williams, CFP®, CIMA®, AIF®
Financial Strategist
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Julie Wood, FPQP®
Administrative Coordinator/Receptionist
