Meet the Owners
Our principals are culture carriers of the firm and highly responsive individuals who love what they do. They are a dynamic, diverse group of professionals that lead by example and find joy in guiding and inspiring others.
Adam Leone, CFP®, ChFC®
Principal & Wealth Manager
Bill Houck, CFP®, ChFC®
Principal & Wealth Manager
Charles P. Boinske, CFA®
Principal, Wealth Manager, & Chief Visionary Officer
Dina Megretskaia, CFP®, EA
Principal & Wealth Manager
Dr. Barry H. Kaplan, EA, CFP®
Principal & Wealth Manager
George T. Padula, CFA®, CFP®
Chief Investment Officer, Principal & Wealth Manager
Jeanne Owens
Principal & Director of Operations
Jennifer Faherty, CFP®
Principal & Chief Client Experience Officer
Jenny I. Martella, MBA, CFP®
Principal & Wealth Manager
John J. Ceparano, CPA/PFS, CFP®, M.TAX
Principal & Wealth Manager
Karen R. Keatley, MBA, CFA®, CFP®
Principal & Chief Wealth Management Officer
Karl H. Graf, CPA/PFS, CFP®
Principal & Wealth Manager
Kelly A. Henning, CFP®, MSFS
Principal & Wealth Manager
Kevin P. Sweeney, JD, CFP®
Chief Legal Officer, Principal & Wealth Manager
Laurie Kane Burkhardt, CFP®
Principal & Wealth Manager
Mark A. Rioboli, CFP®, CFS
Principal & Wealth Manager
Mark Willoughby, CFA®, CFP®, ACA
Principal & Wealth Manager
Michael D. Gibney, CFP®, CAP®, AIF®
Principal & Wealth Manager
Mindy Neira, CFP®, ChSNC®
Principal & Wealth Manager
Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Peter Somich, CFA®, CFP®, MSF
Principal & Director of Finance
Robert D. Siefert, CFP®
Principal & Wealth Manager
Robert Dowling, CFP®
Principal & Wealth Manager
Ryan L. Pope, CFP®
Principal & Wealth Manager
Theresa Apruzzese Days, J.D.
Principal & Chief Compliance Officer
Thomas Ausfahl, CFP®
Principal & Wealth Manager
Timothy Clark
Principal & Wealth Manager
Tom Orecchio, CFA®, CFP®, ChFC®, AIF®
Chief Executive Officer, Principal & Wealth Manager