The Team

Our team has the experience and services to help bring your plan to life. 

Our Team

Michelle Zimmerman

Michelle Zimmerman

Chief Compliance/Operations Officer, Partner

Matthew O’Bryon

Matthew O’Bryon, CIMA®

Chief Investment Officer, Managing Partner

Casey Davis

Casey Davis

Client Concierge

Kristina McDougle

Kristina McDougle

Planning Assistant

Julie Flinner

Julie Flinner

Community Relations

Stacy Shema

Stacy Shema

Client Service Specialist

Susan Bright

Susan Bright

Marketing Specialist