Mark Kemp, CFP®
President
Todd Little, CFP®, AIF®
Managing Partner
David Lawrence, CFP®, AIF®
Wealth Planner
Mary McClennen-Glica, FPQP™, RICP®
Wealth Planner
Aubrey Figueirido, FPQP™
Associate Wealth Planner
James Boyle, CFP®
Associate Wealth Planner
Leigh Bencsik, FPQP™
Associate Wealth Planner
Matthew Benedict
Associate Wealth Planner
Marci Prior
Client Service Assistant
Sara Alt
Executive Assistant
Kristin Strunk, PHR®, SHRM-SCP℠
Managing Director
Caroline Bruce
Executive Coordinator
Sarah Gibides, FPQP™
Project Manager
Becky Little
Administrative Assistant