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Meet the Team
Get to know the people committed to your financial success.
Expertise. Compassion. Know-how. Built on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offers personalized advice, clear communication, and the resources you need to make confident decisions.
Chris Aldrich, CPFA
President &
Financial Advisor
Cassidy Galle,
CRPC®, AAMS®, SE-AWMA®
Financial Advisor
Cameran McGugan
Financial Planning Support Specialist
Robin Harris
Operations Manager
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Becca Zophin
Chief Marketing Officer
Gregory Freeman
Advanced Planning Specialist
William D. Hackler
Director of Retirement Plan Services
CRPC conferred by College for Financial Planning. CASL conferred by The American College.
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