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Financial Group

Our Team

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Jeffrey R. Kelley, AAMS®

Partner / Accredited Asset Management Specialist™️

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Davisson M. Hammond, CFP®

Partner / Certified Financial Planner™️

William Ferguson

William E. Ferguson, AIF®, BFA™

Private Wealth Advisor /

Investment Consultant /

Behavioral Financial Advisor™

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Dante Grenci, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

Lindsay Kelley

Branch Office Support

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Micah J. Kelley, CRPC®

Partner / Chartered Retirement Planning Counselor™️

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Michael DiBartolomeo, JD, AIF

Partner / Private Wealth

Advisor

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Jonathan Hansotte, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

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Zoe A. Wiest, CRPC®

Client Services Manager

Allison Johnson

Client Services Assistant

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