Team
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Michael D. Bellis, CFP®, CLU®
Managing Partner
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Gregory P. Benner, CPWA®, CFP®, CLU®, CHFC®, AIF®, RMA®
Managing Partner
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Steven P. Franzen, CPA, PFS, CGMA
Managing Partner
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Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner
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Julie Hupp, CFP®, MBA
Partner
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Christopher C. Huston, CIMA®, CAIA®, AIFA®, AIF®
Director of Portfolio Management
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Tammy T. Billadeau, CFP®, CDFA®, AAMS®
Director of Financial Planning
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Peter M. Babilla, CFP®, CRPS®
Senior Wealth Advisor
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Justin J. D'Agostino, CFP®, CRPC®, AIF®
Private Wealth Advisor
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Cindy Mittlestaedt, CFP®
Associate Advisor
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Sean Baloun, CFA®
Portfolio Manager
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Edward Smith
Operations Manager
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Paula D. Karch
Relationship Manager
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Gail Cannata
Client Service Team Leader
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Connie Gross
Administrative Manager
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Lindsey Benner
Client Service Associate
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Linda M. Chasteen
Client Service Associate
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Juliette Hackett Engelhardt
Client Service Associate
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Kara Owen
Client Service Associate
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Megan Rouse
Client Service Associate