Overview

Partners

Austin V. Kelly CFP®, AIF®, CPFA

Co-Founder and Managing Partner Business Solutions Division

Michael T. Peters CFP®, ChFC®

Co-Founder and Managing Partner Wealth Strategies Division

Ryan Gill CFP®, CIMA®

Senior Partner

Michael J. Rea CFP®, ChFC®

Senior Partner

Steven Glamuzina CFP®, ChFC®

Senior Partner

Sondra Payne CFP®

Senior Partner

James Davis CFP®

Partner

Steven Fretthold

Partner

David L. Hungerford, Sr. ChFC®, CLU®, AIF®, CPFA®

Partner

David J. Hungerford

Partner

James Keddie CFP®

Partner

Nicholas Kelly MBA

Partner

Michael Kielbasa

Partner

Eric McKenrick CFP®, ChFC®, CLU®

Partner

Timothy N. Naffky

Partner

Bryan Plunkett

Bryan Plunkett

Partner

Robert Tighe MBA

Partner

Ryan Timmons CFP®

Partner

Financial Planning Group

Scott Reinecke

Client Relations Group

ToniAnn Fragala

Executive Assistant

ToniAnn is the Executive Assistant to David Hungerford Sr. & David Hungerford Jr.

Leslie Herrington

Business Solutions Assistant

Leslie is the Executive Assistant to Austin Kelly.

Toni Leasure

Executive Assistant

Toni is the Executive Assistant to Michael Peters and Michael Kielbasa.

Jaime Peters

Production Assistant

Assistant to Michael Peters and Michael Kielbasa.

Sherry Ritter

Executive Assistant

Sherry is the Executive Assistant to Sondra Payne and Robert Tighe.

Lauren Montante

Executive Assistant

Lauren is the Executive Assistant to Timothy Naffky, Steven Fretthold, Ryan Timmons and Daniel McAuliffe.