OUR TEAM

Partners

Brad D. Stein , CFP^®
LPL Branch Manager

Bio

Diana L. Mohn, CFP^®
Director of Financial Planning

Bio

Damien P. Lynch, MBA, CFP^®
Market Strategist

Bio

Professional Staff

Mary E. Winand, CFP^®
Assistant Director of Financial Planning

Bio

Jacob B. Frey, MBA
Market Research Associate

Bio

Administrative Staff

Kathleen N. Heilman
Office Manager

Bio

Julee A. Welchko
Client Experience Specialist

Bio