Mark Kemp, CFP®, AIF®
President
Todd Little, CFP®, AIF®
Managing Partner
David Lawrence, CFP®, AIF®
Wealth Planner
Leigh Bencsik, FPQP™
Associate Wealth Planner
Aubrey Figueirido, FPQP™
Wealth Planning Assistant
James Boyle, CFP®
Wealth Planning Assistant
Andrew Stein
Wealth Planning Assistant
Phoebe O'Malley
Wealth Planning Assistant
Marci Prior
Client Service Assistant
Penny Carbaugh
Executive Assistant
Kristin Strunk, PHR®, SHRM-SCP℠
Managing Director
Caroline Bruce
Executive Coordinator
Sarah Gibides, FPQP™
Project Manager
Becky Little
Administrative Assistant