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
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.