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Our Team

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