Our Team

Partners

Brad D. Stein, CFP^®

LPL Branch Manager

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Damien P. Lynch, MBA, CFP^®

Market Strategist

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Mary E. Winand, CFP^®, CSLP

Director of Financial Planning

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Advisory

Benjamin Burkhart, CFP^®

Financial Planner

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Operations and Administrative

Kathleen N. Heilman

Client Services Manager

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Julee A. Welchko

Client Experience Specialist

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Intern

Keirsten Miller

Intern

Linkedin