Associates

Advisors

• Robert Cooper

  Financial Advisor, CFP^®

• Scott Foreman

  Financial Advisor

• Fong Her

  Financial Advisor

• Alexander Luing

  Financial Advisor, CFP^®

• Tom Luing

  Financial Advisor, CFP^®

• Herbert M. Richardson III

  Financial Advisor

• Robert Doran Shepard

  Financial Advisor, AIF®

• Gregory Stroh

  Founder, Principal and Financial Advisor

• Jonathan Stroh

  Financial Advisor, CFP^®

• Jane Truckenbrod

  CFP^® , Financial Advisor

• John Truckenbrod

  CFP^® , CPA, Financial Advisor

• Michelle H. White

  Financial Advisor

CMA Tax and Accounting

• David Senness

  Certified Public Accountant

• Sten Taracks

  Certified Public Accountant

Registered Representative

• Steve Rumchik

  Registered Representative

Staff

• Sandy Buchan

  CPA

• Nancy Burns

  Tax Preparation & Filing, Accounts Receivable and Customer Relations

• Nicole Dostal

  Administrative Assistant

• Melissa Glennie

  Chief Compliance Officer, Chief Financial Officer

• Jean A. Hurlbert

  Financial Planning Associate, Team Luing Manager

• Annette LaPlant

  Retirement Plan Specialist

• Parker LaPlant

  Data Feed Administrator

• Matthew Schofield

  Accountant/Operations Specialist

• Marissa Zaun

  Client Services