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Our Team

Our Team

David Shepherd

David Shepherd

Partner

Andrew C. Denny

Andrew C. Denny

Partner

Tom Mayer

Tom Mayer

Partner

Steve Wylam

Steve Wylam

Partner

Ron D'Onofrio

Ron D'Onofrio

Partner

Jeff Kweder

Jeff Kweder

Partner

Kelly Shepherd Purmort

Kelly Shepherd Purmort

Partner

Quinn Shepherd

Quinn Shepherd

Partner

David Bauer

David Bauer

Director - Investment Management

Leah Hill

Leah Hill

Director - Retirement Plan Services

Holly Willman

Holly Willman

Director – Creative & Strategic Operations

Jeff Sharp

Jeff Sharp

Financial Consultant

Anna Teder

Anna Teder

Sales Executive

Nick Wylam

Nick Wylam

Retirement Solutions Consultant

Valerie DiMaio

Valerie DiMaio

Client Service Coordinator

Barbara Bryant

Barbara Bryant

HR Director

Steve Sweitzer

Steve Sweitzer

Chief Financial Officer

Gail Hampton

Gail Hampton

Administrative Assistant

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