About Our Name

Lighthouses are often painted in a unique pattern so they can easily be recognized by sailors during daylight, a design known as a daymark. As your advisor, we look to guide you with the clear direction of a well-thought-out plan, giving you visibility for your financial future.

By getting to understand our clients as individuals and knowing their families, we’re able to help them clearly define their goals in order to pursue their most important dreams.

Daniel Baron
Managing Partner
Jason M. Beischel, CFP®
Managing Partner
P.J. Boland, CPWA®
Managing Partner
Hilary Bryson
Director - Client Relations
Kristine Cameron
Executive Director – Client Relations
Shayne Cullen
Executive Director
Erica L. Davis
Executive Director
Daryl J. Demo
Managing Partner
Katharine M. Fellinger
Executive Director
Justin Fitchko, CFP®
Managing Partner
Kimberly J. Fitzgerald
Senior Director – Client Relations
Jacquelyn M. Gibbons
Director – Client Relations
Stephanie Gordon
Executive Director – Client Relations
Megan Helbig
Director - Client Relations
Thomas Hofstetter
Managing Partner
Marty Hopkins
Senior Managing Director
Madison Iandoli
Senior Director - Client Relations
Gregg Kaplan
Managing Partner
John Kaufman
Managing Partner
Loni Adams-Kiskaden
Chief Compliance Officer
Jacob Krecic
Managing Partner
Eric K. Larison, CFP®
Wealth Manager
Mike Larison
Managing Partner
Justin Michlovic
Executive Director – Client Relations
Jessica L. Musto, CRPC®
Executive Director
Rebecca S. Payne
Executive Director
Abigail Pitner, CFP®
Client Relationship Manager
Robert E. Prangley, II, CIMA®
Managing Partner
Mike Quin
Managing Partner
Victoria Ricker, CFP®
Managing Partner
Steven Rowe, CFP®
Managing Partner
Emily Rowe
Managing Partner
Steven L. Satter
Managing Partner
Joseph F. Schmidt
Managing Partner
Andrew L. Sikorovsky
Managing Partner
Patrick Strader
Managing Partner
Karen J. Suskowicz
Director – Client Relations
T. Rodney Twells, CFA®
Managing Partner
Amanda L. Volk
Executive Director