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

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.