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Timothy B. Clepper
Managing Partner
Timothy B. Clepper
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Kelly M. Kuennen
Managing Director
Cameron S. Miele
Managing Director
Michelle M. Schwab
Chief Compliance Officer
Michael Schindler
Director
Patrick A. Justice
Director
Brett D. Baskin
Senior Vice President
Dave Jakubowski
Senior Vice President
Christopher G. Ameen
Vice President
John L. Dugan II
Vice President
Colleen E. Shafer
Senior Executive Assistant
Kelly M. Orris
Executive Assistant
Cfp® Brett Baskin Cpfa
Vice President
Christopher Ameen Cpfa, Crpc®
Senior Vice President
John Dugan II
Vice President
