Meet the professionals who can help
you advance your retirement

We’ll be with you every step of the way, no matter where you are on your retirement journey.

Executive Team

Mike McAdam

CEO, Principal & Founder

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Jack McAdam

CFO & COO

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Edward O’Brien

Integrator, CCO

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Heather Chavoustie

Senior Director of Operations

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Chad Goldstein

Controller

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Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

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Investment Team

Linus Park, CFA®, CFP®

Investment Director

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Kevin McAdam, MBA, CFA®

Director of Trading and RIA Manager

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Christopher Colasurdo, CFP®, AWMA®

Senior RIA Operations Specialist

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Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

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Vice Presidents

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

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Joe MacDonald, CRPC®

Vice President, Chartered Retirement Planning Counselor

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Kristen Koonce, CFP®

Vice President, Financial Advisor

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Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

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Shane Sweigart, CFP®

Vice President, Financial Advisor

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Boston

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Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

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Joe MacDonald, CRPC®

Vice President, Chartered Retirement Planning Counselor

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Parker Moody, CFP®

Senior Manager Team Lead

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Davis Wilson

Senior Manager, Financial Advisor

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Aaron Swenson

Senior Manager, Financial Advisor

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Chris DeGiacomo

Senior Manager, Financial Advisor

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Matthew Donohue

Senior Manager, Financial Advisor

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Drew Gerety

Senior Manager, Financial Advisor

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Ian Helmus

Senior Manager, Financial Advisor

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Alec Hartman

Senior Manager, Financial Advisor

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Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

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Chris Nguyen

Client Service Business Manager, Financial Advisor

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Steven Schmuhl

Client Service Relationship Manager

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Tim Kindelin

Client Service Relationship Manager

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Ashton Hartman

Client Development Specialist

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Nick Sabo

Client Development Specialist

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Henry Yocum

Client Service Relationship Manager

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Cory Ramsden

Client Service Relationship Manager

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Tyler Kendzior

Client Development Specialist

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Operations Team

Jenna Ayoub

Administrative Assistant

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Zachry McMann

Administrative Assistant

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Joseph Hubert

Senior Paraplanner

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Constantine Pavlack

Paraplanner, Financial Advisor

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Nathan Niewinski

Paraplanner, Financial Advisor

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Nicholas Lucot

Paraplanner

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Samantha Leitholf

Paraplanner

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Sydney Nyles

Paraplanner

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Holly Davis

Operations Manager

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Caitlin Gumb

Operations Associate

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McKenna Clapper

Operations Associate

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Chicago

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Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

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Kristen Koonce, CFP®

Vice President, Financial Advisor

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Todd Flynn

Senior Manager, Financial Advisor

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Alison Schwieterman, CFP®

Senior Manager, Financial Advisor

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Austin Whittington, CFP®

Senior Manager, Financial Advisor

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Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

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Chris Nguyen

Client Service Business Manager, Financial Advisor

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Steven Schmuhl

Client Service Relationship Manager

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Tim Kindelin

Client Service Relationship Manager

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Ashton Hartman

Client Development Specialist

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Nick Sabo

Client Development Specialist

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Henry Yocum

Client Service Relationship Manager

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Cory Ramsden

Client Service Relationship Manager

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Tyler Kendzior

Client Development Specialist

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Operations Team

Jenna Ayoub

Administrative Assistant

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Zachry McMann

Administrative Assistant

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Joseph Hubert

Senior Paraplanner

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Constantine Pavlack

Paraplanner, Financial Advisor

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Nathan Niewinski

Paraplanner, Financial Advisor

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Nicholas Lucot

Paraplanner

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Samantha Leitholf

Paraplanner

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Sydney Nyles

Paraplanner

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Holly Davis

Operations Manager

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Caitlin Gumb

Operations Associate

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McKenna Clapper

Operations Associate

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Philadelphia

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Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

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Shane Sweigart, CFP®

Vice President, Financial Advisor

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Bobby Stark

Senior Manager, Financial Advisor

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Ryan Steele, CFP®

Senior Manager Team Lead, Financial Advisor

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Will Dulin

District Manager, Financial Advisor

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Cody DiAmore

Financial Advisor

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Josh Godick

Senior Manager, Financial Advisor

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Jake Pinto, CFP®

Senior Manager, Financial Advisor

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John MacAulay, CFP®

Senior Manager, Financial Advisor

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Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

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Chris Nguyen

Client Service Business Manager, Financial Advisor

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Steven Schmuhl

Client Service Relationship Manager

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Tim Kindelin

Client Service Relationship Manager

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Ashton Hartman

Client Development Specialist

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Nick Sabo

Client Development Specialist

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Henry Yocum

Client Service Relationship Manager

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Cory Ramsden

Client Service Relationship Manager

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Tyler Kendzior

Client Development Specialist

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Operations Team

Jenna Ayoub

Administrative Assistant

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Zachry McMann

Administrative Assistant

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Joseph Hubert

Senior Paraplanner

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Constantine Pavlack

Paraplanner, Financial Advisor

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Nathan Niewinski

Paraplanner, Financial Advisor

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Nicholas Lucot

Paraplanner

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Samantha Leitholf

Paraplanner

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Sydney Nyles

Paraplanner

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Holly Davis

Operations Manager

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Caitlin Gumb

Operations Associate

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McKenna Clapper

Operations Associate

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Virginia

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Serving Charlottesville and Tysons Corner

Phil Simonides, CFP®

Senior Vice President, CERTIFIED FINANCIAL PLANNER™

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Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

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Doug Smith, CRPC®

Senior Manager, Financial Advisor

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Markus Malmgren

Senior Manager, Financial Advisor

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Spencer Hall

Senior Manager, Financial Advisor

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Client Service Team

Patrick Oursler, CRPC®

Company Marketing Team Lead, Financial Advisor

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Chris Nguyen

Client Service Business Manager, Financial Advisor

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Steven Schmuhl

Client Service Relationship Manager

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Tim Kindelin

Client Service Relationship Manager

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Ashton Hartman

Client Development Specialist

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Nick Sabo

Client Development Specialist

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Henry Yocum

Client Service Relationship Manager

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Cory Ramsden

Client Service Relationship Manager

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Tyler Kendzior

Client Development Specialist

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Operations Team

Jenna Ayoub

Administrative Assistant

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Zachry McMann

Administrative Assistant

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Joseph Hubert

Senior Paraplanner

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Constantine Pavlack

Paraplanner, Financial Advisor

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Nathan Niewinski

Paraplanner, Financial Advisor

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Nicholas Lucot

Paraplanner

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Samantha Leitholf

Paraplanner

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Sydney Nyles

Paraplanner

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Holly Davis

Operations Manager

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Caitlin Gumb

Operations Associate

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McKenna Clapper

Operations Associate

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