We Would Love to Hear from You!

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA
Senior Partner

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®
Senior Partner
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Jason Edinger, CFA®
Chief Investment Officer

Coley O'Donnell, CFP®, ChFC®, CLU®
Financial Planner

Jack Heintzelman, CFP®, CPWA®
Financial Planner

Valerie McClendon
Financial Advisor

Caroline Knights, CFP®
Director of Financial Planning Services

Grace Sun
Paraplanner
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