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

Learn More

Jack McAdam

CFO & COO

Learn More

Edward O’Brien

Integrator, CCO

Learn More

Heather Chavoustie

Senior Director of Operations

Learn More

Chad Goldstein

Controller

Learn More

Investment Team

Linus Park, CFP®

Investment Director

Learn More

Kevin McAdam, MBA, CFA®

Director of Business Development

Learn More

Christopher Colasurdo, CFP®, AWMA®

Senior RIA Operations Specialist

Learn More

Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

Learn More

Vice Presidents

Phil Simonides, CFP®

Senior Vice President, Certified Financial Planner™

Learn More

Joe MacDonald, CRPC®

Vice President, Financial Advisor

Learn More

Kristen Koonce, CFP®

Vice President, Financial Advisor

Learn More

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Learn More

Shane Sweigart, CFP®

Vice President, Financial Advisor

Learn More

Boston

- Learn More -

Joe MacDonald, CRPC®

Vice President, Financial Advisor

Learn More

Davis Wilson

Senior Manager, Financial Advisor

Learn More

Chris DeGiacomo

Senior Manager, Financial Advisor

Learn More

Matthew Donahue

Senior Manager, Financial Advisor

Learn More

Drew Gerety

Senior Manager, Financial Advisor

Learn More

Ian Helmus

Senior Manager, Financial Advisor

Learn More

Alec Hartman

Financial Advisor, Wealth Management Advisor

Learn More

Chicago

- Learn More -

Kristen Koonce, CFP®

Vice President, Financial Advisor

Learn More

Todd Flynn

Senior Manager, Financial Advisor

Learn More

Alison Schwieterman

Senior Manager, Financial Advisor

Learn More

Austin Whittington

Senior Manager, Financial Advisor

Learn More

Denver

- Learn More -

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Learn More

Spencer Hall

Senior Manager, Financial Advisor

Learn More

Markus Malmgren

Senior Manager, Financial Advisor

Learn More

Philadelphia

- Learn More -

Shane Sweigart, CFP®

Vice President, Financial Advisor

Learn More

Bobby Stark

Senior Manager, Financial Advisor

Learn More

Will Dulin

District Manager, Financial Advisor

Learn More

Cody DiAmore

Financial Advisor

Learn More

Josh Godick

Senior Manager, Financial Advisor

Learn More

Jake Pinto

Senior Manager, Financial Advisor

Learn More

John MacAuley, CFP®

Senior Manager, Financial Advisor

Learn More

Doug Smith, CRPC®

Senior Manager, Financial Advisor

Learn More

Virginia

- Learn More -

Servicing: Charlottesville and Tysons Corner

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Learn More

Spencer Hall

Senior Manager, Financial Advisor

Learn More

Markus Malmgren

Senior Manager, Financial Advisor

Learn More

Client Service Team

Patrick Oursler, CRPC®

Philadelphia District Manager, Financial Advisor

Learn More

Chris Nguyen

Tysons Corner District Manager

Learn More

Steven Schmuhl

Servicing Advisor

Learn More

Tim Kindelin

Servicing Advisor

Learn More

Ashton Hartman

Business Development Specialist

Learn More

Nick Sabo

Business Development Specialist, Philadelphia

Learn More
Call Now Button