Our Team
Every member of our team plays a vital role in delivering exceptional service and thoughtful guidance. Together, we’ll help steward your financial future.
- All
- Leadership
- Investment Team
- Client Service and Operations
Board of Directors
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Kathleen Gilmore, CFP®
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Richard H. Adler
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Peter J. Boyle, CFA
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Roger L. Gewecke, Jr., CFA
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Maxwell R. Pray, CFA


