Chris is a CFA Charterholder and enjoys golfing.
Financial Advisor
Sean is a CFP® and enjoys reading about history and finance.
Mike is a CIMA® and committed community volunteer.
Principal, Executive Vice President
Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.
CEO
Mike has a history of running marathons and once completed the Lake Placid Ironman.
Emily is a CFP® and loves to travel.
05.14.26 | Firm News
05.14.26 | Bridge the Gaps
By Melissa Henderson, MBA, CFP®
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