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, Financial Advisor

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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

Joe MacDonald, CRPC®

Vice President, Financial Advisor

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Davis Wilson

Senior Manager, Financial Advisor

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Chris DeGiacomo

Senior Manager, Financial Advisor

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Parker Moody, CFP®

Senior Manager Team Lead, 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

Financial Advisor, Wealth Management Advisor

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Chicago

Kristen Koonce, CFP®

Vice President, Financial Advisor

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Todd Flynn

Senior Manager, Financial Advisor

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Alison Schwieterman

Senior Manager, Financial Advisor

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Austin Whittington

Senior Manager, Financial Advisor

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Denver

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

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Spencer Hall

Senior Manager, Financial Advisor

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Markus Malmgren

Senior Manager, Financial Advisor

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Philadelphia

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

Senior Manager, Financial Advisor

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John MacAulay, CFP®

Senior Manager, Financial Advisor

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Doug Smith, CRPC®

Senior Manager, Financial Advisor

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Virginia

Serving Charlottesville and Tysons Corner

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

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Spencer Hall

Senior Manager, Financial Advisor

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Markus Malmgren

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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