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
Matthew Benedict, FPQPTM
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