TEAM
ABOUT OUR TEAM
We are not a large, impersonal brokerage firm or bank. We are an experienced team of local financial professionals, portfolio managers and fiduciaries on a first name basis with our clients.
Our team combines decades of experience in financial services with some of the most respected institutions to provide you with the expertise and sound financial advice you deserve. Learn more about our team.
MEET OUR TEAM
Thomas Herrington, CFA, CPWA®
President & CEO, Director of Investment Services
John Benson
Founder, Senior Portfolio Manager
Connor Clark
Portfolio Manager
Laurey Pennie
Vice President of Operations, Administration and Compliance
Michael Miller, CFP®
Relationship Manager
Cynthia Payseur, J.D.
Senior Vice President and Director of Fiduciary Services
Deborah A. Reeves, CTFA®
Relationship Manager
Steven Post, CFP®
Senior Vice President and Director of Portfolio Management
Sheri Gagliardi
Senior Client Service Manager
Andrew Wheelan
Senior Client Service Advisor
Jake Mueller
Relationship Manager
Gina Montouri
Client Service Associate and Office Manager
Judi McMillin
Operations Manager
Diana Roland
Operations Manager