Doug Hepburn is a Certified Financial Planner™ professional. A member of the American and Pennsylvania Institutes of Certified Public Accountants, Previously Doug served as Chairman of the PICPA’s Personal Financial...

Brett began his career as a CPA® with a Big Four accounting firm focusing on tax planning solutions for individual clients. He transitioned to the wealth management industry where he earned his Certified Financial Planner CFP®...

Over 20 years in the investment industry, Walia has built a diverse career across administration, compliance, marketing and operations. Walia has a strong foundation in both client service and back-office support. Outside of work,...

Charlotte specializes in helping clients to laugh and stay calm during turbulent times with feline antics and funny stories. We all know markets don't move in one direction all the time. So, when things get rocky Charlotte's job is...