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Our Team

Kent Cheesborough
Kent Cheesborough
VP, Wealth Management Advisor
Jim Fine
Jim Fine
Chief Executive Officer
Robert G. (Bob) Fontana, CFA
Robert G. (Bob) Fontana, CFA
Chief Investment Officer
Shelly Gelberg
Shelly Gelberg
Client Service Account Manager
Deeds Kienker
J. Deeds Kienker, CFA
Investment Analyst
Eileen Marnell
Eileen Marnell
Client Service Account Manager
Adam Morgan, CFA
Adam Morgan, CFA
SVP, Director of Investment Strategy
Steve Pike
Steve Pike
Founding Principal
Ginger Rouse
Ginger Rouse
Vice President and Relationship Manager
Lisa Hendrix
Lisa Hendrix Weigel
VP, Compliance Officer / Fiduciary Officer
Alt
Charles Wright
AVP, Middle Office Manager
Michael Zuber
Michael Zuber, CFP®, CTFA, AEP®
VP, Wealth Management Advisor