Our Advisors
Joe Flinner, CFP®, CRPC®, APMA®, CKA
Lead Wealth Advisor, Partner
Susan Vasu, CRPC®
Senior Wealth Advisor, Partner
Tom Asimou, CRPC®
Wealth Advisor
Denise Shafer, CRPC®, APMA®
Wealth Advisor
Garrett Bourbina, APMA®
Senior Wealth Advisor
Brook Bright, CFA®, CFP®, CEPA
Wealth Advisor
Dave Flegal, CPA, CFP®
Wealth Advisor
Our Team
Michelle Zimmerman
Compliance/Operations Officer, Partner
Casey Davis
Client Concierge
Kristina McDougle
Planning Assistant
Julie Flinner
Client Service Specialist
Stacy Shema
Client Service Specialist
Susan Bright
Marketing Specialist