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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