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.


Thomas Herrington, CFA, CPWA®

President & CEO, Director of Investment Services

John Benson

Founder, Senior Portfolio Manager

Connor Clark

Senior Investment Analyst

Laurey Pennie

Vice President of Operations, Administration and Compliance


John Bohan, CFP®

Managing Director, Senior Relationship Manager

Cynthia Payseur, J.D.

Senior Vice President and Director of Fiduciary Services

Jake Mueller

Client Service Manager


Steven Post, CFP®

Senior Vice President and Director of Portfolio Management

Sheri Gagliardi

Client Service Manager

Gina Montouri

Client Service Associate and Office Manager

Diana Roland

Operations Manager

Judi McMillin

Operations Manager