Our goal is to build testimony in each relationship we serve.

Ready to bring your financial dreams into reality?

Your Financial

Care & Service team

Our team of dedicated professionals specialize in building comprehensive wealth management plans to empower you to enjoy every stage of life and secure your financial future.

Chris DiPietro, CFP®

Director of Planning

Matt Jones, CFP®

Planning Associate

Scott Brooks

Planning Associate

Cormac McCarthy

Planning Associate

Our care team is here to make things easy for you. We handle the important details—like setting up new accounts and keeping communication clear—so you can focus on your goals. We’ll make sure your plan runs smoothly, get everything ready for review meetings, and help with any needs along the way.

Shaina Ward

Care Team Lead

Christine Miller

Care Associate

Christine Spangler

Care Associate

Our experienced team of Chartered Financial Analysts actively manage your investment portfolio in partnership with your financial advisor.

Peter Murphy, CFA®

Chief Investment Officer

Brian Zabora, CFA®

Investment Director

Catie Allender, CFA®

Research Consultant