top of page

Our Team

Our mission is to provide proactive participant engagement to educate individuals to be better consumers of financial products and services, build meaningful and trusted relationships, and change behavior making a positive financial impact for the people we serve.

KFG - Jeff Portrait.jpg

Jeffrey R. Kelley, AAMS®

Partner

Accredited Asset Management Specialist™️

Micah B&W.jpg

Micah J. Kelley, CRPC®

Partner

Chartered Retirement Planning Counselor™️

Davisson B&W (1).jpg

Davisson M. Hammond, CFP®

Partner

Certified Financial Planner®

Michael B&W.jpg

Michael DiBartolomeo, JD, AIF

Partner

Private Wealth Advisor

Zoe B&W.jpg

Zoe A. Wiest, CRPC®

Client Services Manager

William Ferguson

William E. Ferguson, AIF®, BFA™

Private Wealth Advisor

Retirement Plan Consultant

Behavioral Financial Advisor™

Jonathan B&W.jpg

Jonathan Hansotte, CRPC®

Financial Planner

Chartered Retirement Planning Counselor™️

KFG - Dante Portrait.jpg

Dante Grenci, CRPC®

Financial Planner

Chartered Retirement Planning Counselor™️

Braden McCanna BW for bio on website (1).jpg

Braden J. McCanna

Investment Associate

Noah headshot new 3 BW.jpg

Noah Ferguson

Paraplanner

Kevin Bires Headshot_edited.jpg

Kevin Bires

Director of Client Relations

IMG_0645_edited_edited.jpg

Lindsay Kelley

Branch Office Support

image005_edited.jpg

Allison Johnson

Client Services Assistant

Caitlyn BW for bio.jpg

Caitlyn Glover

Client Services Assistant

bottom of page