Services Offered
- Financial Planning
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Asset Protection
OUR TEAM
Principals
Professionals
- Carolyn A. Chalender Office Manager
- James B. Coffman CPA, CFA, CFP®, Financial Planner
- Pam Friedman CFP®, Financial Planner
- Justin P. Gallia Client Service Assistant
- Erica G. Homan Supervisor, Client Services
- Jamie Ileks Paraplanner
- Jim Kerr CFP®, EA, Financial Planner
- MaryBeth C. Meyer Paraplanner
- Kenneth Price CFP®, ChFC®, CLU®, Financial Planner/Chief Compliance Officer
- Elizabeth Pyeatt Paraplanner/Marketing Coordinator
- Rachel Roth Client Portfolio Administrator
- Alexander B. Yeager CFP®, Portfolio Manager
Advisory Committee