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Margaret Chido
New Accounts Coordinator
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Tammy McLaughlin
Executive Assistant
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Mike J. Wolfe
Partner -
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Erie, PA
Phone
(814) 461-7213
Taylor Kunkle
Client Relations Manager
Andrew Wehler
Partner -
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Erie, PA
Phone
8004769150
Aaron Wakley , CRES
Partner -
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Erie, PA
Phone
(814) 461-7223
William Vitron
Partner -
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Erie, PA
Killi Millin
Partner -
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Erie, PA
Thomas Keenan
Partner -
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Erie, PA
Phone
800-476-9150
Donald Halicki
Partner -
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Buffalo, NY
Phone
800-476-9150
Jacob Erenstoft
Partner -
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Buffalo, NY
Phone
800-476-9150 Ext 9
Michael DiVito, CFP®
Partner -
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Erie, PA
Phone
814-461-7205
Nathan DeFilippi, CPA,MBA
Partner -
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Pittsburgh, PA
Phone
800-476-9150
Roger Burlingame
Partner -
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Erie, PA
Phone
800-476-9150
Cody A. Williams, ChFC
Senior Partner -
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Buffalo, NY
Phone
(716) 626.2543
Adam Brunner, AIF
Senior Partner -
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Buffalo, NY
Phone
(716)626-2574
Jason Kuilman, CFP®,ChFC, CRES
Senior Partner -
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Erie, PA
Phone
814-461-7206
Kevin Murray, CFP®
Senior Partner and Founder
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Pittsburgh, PA
Phone
1-800-476-9150
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