Team

All of our employees focus on acting in the client's best interest.

View our Family Wealth TeamTM video

Keith M. Jacoby, CFP®CIMA®

Managing Director - Investments

Donald P. Nealon, CFP®

Managing Director - Investments

Michael A. McCain

Managing Director - Investments

Justin McLaughlin

Managing Director – Investments

Brian J. Kirk, CRPC®

Vice President-Investment Officer

Streeter Holden, CFP®, AAMS®, ADPA®

Senior Vice President - Investments

Laura J. Ross, CFP®

Financial Consultant

M. Evan Jones, CFP®

Financial Consultant

Nancy A. Thorsen

Financial Consultant

Ashley Kelly

Financial Consultant

Alex McCain

Financial Advisor

Virginia "Gini" Phillips

Senior Client Associate

Deborah "Debbi" Maksymetz

Receptionist

Isabel Perez

Senior Client Associate

Jenna Zollar

Client Associate

Shaneika White

Client Associate

Amber Porter

Client Associate

Bryce Nealon

Client Associate

Melissa Puleo

Client Associate

Nicholas Spinelli

Client Associate

Let's Connect

Get in touch today and we will contact you to discuss your goals and options.

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