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Home
Who We Are
Our Story
Our Team
Our Process
What We Do
Community Impact
Planning Services
Insights
Videos
Research
Contact Us
CONTACT US
Our Team
Partners
Brad D. Stein, CFP
®
LPL Branch Manager
Linkedin
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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
®
, TPCP
®
Financial Planner
Linkedin
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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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Keirsten Miller
Client Service Associate
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Wendy Borden
Client Service Associate
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