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your team

Our Leadership Team


Getting It Done

Bailey Sutherland

Chief Growth Officer

Ana Camara

Director of Operations

John Johnson

Chief Strategy Officer

Todd Kuen

Director of Technology, Training and Support

Sue Walsh

Senior Business Analyst

Craig Glueck, FPQP®

Financial Paraplanner

Matthew Grohicki, APMA®

Advisor Support

Rebecca Mello

Advisor Support

Sam Gilmour

Advisor Support

Tricia Hoffman

Advisor Support

Morgan Wood

Advisor Support

Joel W. Milam

LPL Licensed Administrative Assistant

Dara Fogg

LPL Licensed Financial Assistant

Ashley Scribner

Financial Assistant


Furnancial Advisor


Chief Barketing Manager


Office Mutterials Associate


Making It Happen

Chris Magnifico

Marketing Manager

Megan Kitzman

Social Media Specialist

Victoria Calvaruso

Director of First Impressions

Wiktoria Gorzelewska

Graphic Designer

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