OUR TEAM

Partners

Brad D. Stein , CFP^®
LPL Branch Manager

Diana Mohn, CFP^®
Director of Financial Planning

Damien Lynch , M.B.A., CFP^®
Market Strategist

Professional Staff

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

Jake Frey, MBA
Market Research Associate

Administrative Staff

Kathleen N. Heilman
Office Manager

Sharon J. Stiver
Administrative Assistant