Meet the Owners
Our firm is 100% employee owned and operated. All of our owners are also advisors. They invest time and energy in forging deep, personal relationships and have a strong sense of personal accountability to their clients.
Our principals are culture carriers of the firm, rigorous financial planning and investment management technicians 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
Dr. Barry H. Kaplan, EA, CFP®
Principal & Wealth Manager
George T. Padula, CFA®, CFP®
Chief Investment Officer, Principal & Wealth Manager
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 & Wealth Manager
Karl H. Graf, CPA/PFS, CFP®
Principal & Wealth Manager
Kelly A. Henning, CFP®, MSFS
Principal & Wealth Manager
Kevin P. Sweeney, JD, CFP®
Principal & Wealth Manager
Laurie Kane Burkhardt, CFP®
Principal & Wealth Manager
Mark A. Rioboli, CFP®, CFS
Principal & Wealth Manager
Mark Willoughby, CFA®, CFP®, ACA
Chief Operating Officer, Principal, & Wealth Manager
Michael D. Gibney, CFP®, AIF®
Principal & Wealth Manager
Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Peter Somich, CFA®, CFP®, MSF
Principal & Senior Investment Analyst
Robert D. Siefert, CFP®
President, Principal & Wealth Manager
Robert Dowling, CFP®
Principal & Wealth Manager
Tom Orecchio, CFA®, CFP®, ChFC®, AIF®
Chief Executive Officer, Principal & Wealth Manager