top of page

Financial Group

Our Team

KFG - Jeff Portrait.jpg

Jeffrey R. Kelley, AAMS®

Partner / Accredited Asset Management Specialist™️

Davisson B&W (1).jpg

Davisson M. Hammond, CFP®

Partner / Certified Financial Planner™️

William Ferguson

William E. Ferguson, AIF®, BFA™

Retirement Plan Specialist / Accredited Investment Fiduciary® / Behavioral Financial Advisor™

KFG - Dante Portrait.jpg

Dante Grenci, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

Lindsay Kelley

Branch Office Support

Micah B&W.jpg

Micah J. Kelley, CRPC®

Partner / Chartered Retirement Planning Counselor™️

Michael B&W.jpg

Michael DiBartolomeo, JD, AIF

Partner / Private Wealth

Advisor

Jonathan B&W.jpg

Jonathan Hansotte, CRPC®

Financial Planner / Chartered Retirement Planning Counselor™️

Zoe B&W.jpg

Zoe A. Wiest, CRPC®

Client Services Manager

Allison Johnson

Client Services Assistant

bottom of page