Team

As Appointment Coordinator, Adrith Bicchieri reaches out to clients for scheduling, ensures they have all they need prior to their appointment, and manages any questions or concerns they might have. A native of New Hampshire, Adrith...

Ann Alsina is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made ...

As Operations Manager, Brandi Murray provides the day-to-day operational support for the firm, including scheduling, document preparation and processing, and any other tasks that allow the advisors to focus their time on their clients...

JulieAnne came to financial services as a result of life experiences that impressed upon her the importance of solid financial advice and planning. She is passionate about serving, educating, and empowering women to achieve their...

As Administrative Assistant, Shari Tartisel provides the day-to-day administration support for the firm, including review prep, document preparation and processing, and any other tasks that allow the advisors to focus their time on...

Sheri Hamburger is a graduate of the University of Maryland – College Park and became a licensed CPA in 2011. She has experience in tax planning and projections for individuals, partnerships and corporations and small business...