We Would Love to Hear from You!
![GP_Transparent](/sites/g/files/awx9986/f/images/GP_Transparent_1668795724.png)
Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA
Senior Partner
![PH_Transparent](/sites/g/files/awx9986/f/images/PH_Transparent_1668795724.png)
Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®
Senior Partner
![JE_Transparent](/api/file/image/resize?url=/sites/g/files/awx9986/f/images/Circular headshots (3)_1677690290.png&height=547&width=550)
Jason Edinger, CFA®
Chief Investment Officer
![COD_Transparent](/sites/g/files/awx9986/f/images/COD_Transparent_1668795724.png)
Coley O'Donnell, CFP®, ChFC®, CLU®
Financial Planner
![JH_Transparent](/sites/g/files/awx9986/f/images/JH_Transparent_1668795724.png)
Jack Heintzelman, CFP®, CPWA®
Financial Planner
![VM_Transparent](/sites/g/files/awx9986/f/images/VM_Transparent_1668795724.png)
Valerie McClendon
Financial Advisor
![CK_Transparent](/sites/g/files/awx9986/f/images/CK_Transparent_1668795724.png)
Caroline Knights, CFP®
Director of Financial Planning Services
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Grace Sun
Paraplanner
We Are Here to Help
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