Meet our leadership.

Greg Weimer

Chief Executive Officer, Chairman

Gregory Weimer II

CFP®, CPA

President

Stephanie Bogden

MBA, WMCP®

Chief Operating Officer

William Winkeler Jr.

CFA®, CFP®

Chief Investment Officer

Katie Montagazzi

CFP®

Wealth Manager

Katie Thornhill

Chief Compliance Officer

Jacob Fahringer

SHRM-CP

Chief People Officer

Marissa Dinello

Director of Marketing

Rob Linkowski

Director of Insurance

Brian Stout

AIF®, CRPS®

Director of Retirement Plan Services

Chuck Zuzak

CFA®, CFP®

Director of Wealth Planning