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

Jack McAdam

CFO & COO

Edward O’Brien

Integrator, CCO

Heather Chavoustie

Senior Director of Operations

Chad Goldstein

Controller

Investment Team

Linus Park, CFP®

Investment Director

Kevin McAdam, MBA, CFA®

Director of Business Development

Christopher Colasurdo, CFP®, AWMA®

Senior RIA Operations Specialist

Anthony Chirchirilio, CFP®, CRPC®

Senior Vice President, Senior Advisor of Investment Management

Vice Presidents

Phil Simonides, CFP®

Senior Vice President, Certified Financial Planner™

Joe MacDonald, CRPC®

Vice President, Financial Advisor

Kristen Koonce, CFP®

Vice President, Financial Advisor

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Shane Sweigart, CFP®

Vice President, Financial Advisor

Joe MacDonald, CRPC®

Vice President, Financial Advisor

Davis Wilson

Senior Manager, Financial Advisor

Chris DeGiacomo

Senior Manager, Financial Advisor

Matthew Donahue

Senior Manager, Financial Advisor

Drew Gerety

Senior Manager, Financial Advisor

Ian Helmus

Senior Manager, Financial Advisor

Alec Hartman

Financial Advisor, Wealth Management Advisor

Kristen Koonce, CFP®

Vice President, Financial Advisor

Todd Flynn

Senior Manager, Financial Advisor

Alison Schwieterman

Senior Manager, Financial Advisor

Austin Whittington

Senior Manager, Financial Advisor

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Spencer Hall

Senior Manager, Financial Advisor

Markus Malmgren

Senior Manager, Financial Advisor

Shane Sweigart, CFP®

Vice President, Financial Advisor

Bobby Stark

Senior Manager, Financial Advisor

Will Dulin

District Manager, Financial Advisor

Cody DiAmore

Financial Advisor

Josh Godick

Senior Manager, Financial Advisor

Jake Pinto

Senior Manager, Financial Advisor

John MacAuley, CFP®

Senior Manager, Financial Advisor

Doug Smith, CRPC®

Senior Manager, Financial Advisor

Servicing: Charlottesville and Tysons Corner

Victoria Pazzalia, CRPC®

Vice President, Financial Advisor

Spencer Hall

Senior Manager, Financial Advisor

Markus Malmgren

Senior Manager, Financial Advisor

Client Service Team

Patrick Oursler, CRPC®

Philadelphia District Manager, Financial Advisor

Chris Nguyen

Tysons Corner District Manager

Steven Schmuhl

Servicing Advisor

Tim Kindelin

Servicing Advisor

Ashton Hartman

Business Development Specialist

Nick Sabo

Business Development Specialist, Philadelphia

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