Advisory Team
Jim B. Callahan, CFP®, CFA
Senior Advisor Team Lead
Robert L. Lawrence, Jr.
Senior Advisor
Rachel Epstein McKiernan, CPWA®
Senior Advisor
Laura K. Peterson
Senior Advisor
Leland “Andy” L. Moyer, Jr., CMA, MACC
Senior Financial Planner
Aidan J. Scott, JD
Client Advisor
Brendan M. Castleman, CFA
Client Advisor
Tiffani N. Porter, CFP®
Associate Advisor Team Lead
Krista M. Rutz, CFP®
Senior Associate Advisor
Sean V. Janni, CFP®, CFA
Senior Associate Advisor
Fergus D. Hall
Associate Advisor
Nicole A. Caizzo
Associate Advisor
Tara J. Kravas
Associate Advisor
Keri A. Neujahr
Analyst Team Lead and Head of Special Projects
Human Capital Team
Jesse K. Margetson, CFP®
Senior Human Capital Advisor
Nicole M. Libbey, MA
Senior Associate Human Capital Advisor
Executive Administration Team
Richelle R. Valero
Executive Administrator
Bonny M. Arndt
Director of First Impressions
Amy J. Booth
Office Manager and Receptionist