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®
Wealth Advisor
Brook Bright, CFA®, CFP®
Wealth Advisor
Dave Flegal, CPA®, CFP®
Wealth Advisor
Our Team
Michelle Zimmerman
Chief Compliance/Operations Officer, Partner
Matthew O’Bryon, CIMA®
Chief Investment Officer, Managing Partner
Casey Davis
Client Concierge
Kristina McDougle
Planning Assistant
Julie Flinner
Community Relations
Stacy Shema
Client Service Specialist
Susan Bright
Marketing Specialist