Our Team
Kevin Murray, CFP®
Senior Partner and Founder
Adam Brunner, AIF
Senior Partner
Cody A. Williams, ChFC
Senior Partner
Roger Burlingame
Partner
Nathan DeFilippi, CPA,MBA
Partner
Michael DiVito, CFP®
Partner
Jacob Erenstoft
Partner
Donald Halicki
Partner
Thomas Keenan
Partner
William Vitron
Partner
Aaron Wakley , CRES
Partner
Andrew Wehler
Partner
Mike J. Wolfe
Partner
Tammy McLaughlin
Executive Assistant
Taylor Kunkle
Client Relations Manager
Margaret Chido
New Accounts Coordinator
