Mark Kemp, CFP®, AIF®, CEPA®
President
Todd Little, CFP®, AIF®, CEPA®
Managing Partner
David Lawrence, CFP®, AIF®
Partner
Sean Larkin, CFP®
Wealth Planner
Aaron Campbell
Wealth Planning Assistant
Luke Childs
Wealth Planning Assistant
Cole (Colton) Derstein
Client Experience Manager
Leigh Bencsik, FPQP™
Senior Client Service Representative
Krystal English
Client Service Representative
Lisa Walters
Client Service Representative
Kelsi Bortz
Client Service Assistant
Kristin Strunk, PHR®, SHRM-SCP℠
Managing Director
Sarah Gibides, FPQP™
Project Manager
Kamie Gee
Executive Assistant
Becky Little
Administrative Assistant