OUR TEAM
Principals
- John Henry McDonald CFP® Practitioner, CLU, ChFC®, Chairman of the Board/Founder
- W. Eric Hehman CFP®, Chief Executive Officer
- Greg S. Van Wyk CFP®, Executive Vice President
- Jonathan D. Davison CFP®, Director of Portfolio Management
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