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
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
