Philadelphia Team
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
Senior Client Administrator
I help connect prospective clients to our team of trusted advisors. I love building relati...
View ProfileMichael Harper
Business Development Specialist
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
Senior Lead Advisor
I love the opportunity to debunk this myth and help clients
View ProfileZach Bergthold, CPA
Tax Lead Advisor