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Team

It takes a village to build lasting wealth
and we're here to help build yours. 

Gregory J. Pinto, CFP®, ChFC®, CLU®, AIF®, MBA

Founding Partner, Chief Executive Officer

Kerri Sullivan-Kreiss, CFP®, AIF®, CDFA®

Founding Partner, President

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Founding Partner, Senior Financial Planner

Morgan McMaster, CFP®

Financial Planner, Director of Financial Planning Services

Jack Heintzelman, CFP®, CPWA®, CEPA

Partner, Director of Wealth Management

Ethan Smith

Chief Operating Officer

Caroline Knights, CFP®

Financial Planner

Jason Edinger, CFA®

Chief Investment Officer

Andrea Thompson

Director of Portfolio Research

Azadeh “Ozzie” Ward

Financial Advisor

Carter Scheetz, CFP®

Financial Planner

Coley O'Donnell, CFP®, ChFC®, CLU®, AIF®

Financial Planner

Daniel Berman

Senior Client Service Associate

David Valley

Client Service Associate

David Pinto

Wealth Management Intern 

Drew Inglesi, CFP®, ChFC®, RICP®, CLU®

Financial Planner

Grace Sun, CFP®

Wealth Associate

Jennette MacDonald

Operations and Analytics Specialist 

Julie Baker

Operations and Financial Coordinator 

Laura Bourassa

Senior Client Service Associate 

Rachel Foskett, FPQP™

Senior Client Service Associate 

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.

Get in Touch