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 Fretthold

Partner

Steven Glamuzina CFP®, ChFC®

Partner

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

Partner

David J. Hungerford

Partner

James Keddie CFP®

Partner

Michael Kielbasa

Partner

Daniel McAuliffe

Partner

Max McAuliffe

Partner

Eric McKenrick CFP®, ChFC®, CLU®

Partner

Timothy N. Naffky

Partner

Sondra Payne CFP®

Partner

Robert Tighe MBA

Partner

Ryan Timmons CFP®

Partner

Financial Planning Group

Nicholas Kelly MBA

Planning Analyst

Scott Reinecke

Client Relations Group

ToniAnn Fragala

Executive Assistant

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

Heather Hayes

Executive Assistant

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.

Amy Maier

Executive Assistant

Amy is the Executive Assistant to Steven Glamuzina and Daniel McAuliffe.

Lauren Montante

Executive Assistant

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

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.