The Rebalance team is composed of experienced financial planners. The team members have experience working at various financial planning firms, including Homewood Capital and Aspiriant. They also have received education from esteemed programs, such as the Wharton Executive Education's CFP Board Client Psychology Program. This wealth of experience and knowledge allows the team to provide clients with high-quality financial planning services.
Christie Whitney
VP, Investment Advice, CFP®
Drew Pratt
VP, Investment Advice
Mitch Tuchman
Managing Director. Chief Inves...
Nicole Cervi-McKeeve...
Director of Retirement Service...
Sally Brandon
SVP, Client Service & Advice
Scott Puritz
MD, Investment Committee Membe...
Sonja Breeding
VP, Investment Advice, CFP®
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