Our Financial Advice Team

Our Advisors

Joe Flinner

Joe Flinner

CFP®, CRPC®, APMA®, CKA®

Lead Wealth Advisor

Partner

Susan Vasu

Susan Vasu

CRPC®

Senior Wealth Advisor

Partner

Tom Asimou

Tom Asimou

CRPC®

Wealth Advisor

Denise Shafer

Denise Shafer

CRPC®, APMA®

Wealth Advisor

Garrett Bourbina

Garrett Bourbina

APMA®

Wealth Advisor

Brook Bright

Brook Bright

CFA®, CFP®

Wealth Advisor

Dave Flegal

CPA®, CFP®

Wealth Advisor

Our Team

Michelle Zimmerman

Michelle Zimmerman

Chief Compliance/Operations Officer

Partner

Matt O'Bryon

Matthew O’Bryon

CIMA®

Senior Investment Manager

Partner

Casey Davis

Casey Davis

Client Concierge

Kristina McDougle

Kristina McDougle

Planning Assistant

Julie Flinner

Julie Flinner

Community Relations

Stacy Shema

Stacy Shema

Client Service Specialist

Susan Bright

Susan Bright

Marketing Specialist