Maggie Kulyk, CRPC®,

Chartered SRI Counselor

CEO and Founder, Partner

Learn more about Maggie by watching this short video.

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Mary Shaltis, CPA, CFP®, APMA®

Financial Advisor, Partner

Learn more about Mary by watching this short video.

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Jacob Newcomer, CFP®

Financial Advisor, Partner

Learn more about Jacob by watching this short video.

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Daniel McNabb, CFP®

Portfolio Manager, Partner

Learn more about Daniel by watching this short video.

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Dan Kirslis, CFP®

Financial Advisor, Partner

Learn more about Dan by watching this short video.

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Tina Tyson

Client Service Manager, Partner

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Liz McGeachy

Communications Director, Partner

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Paul Grabhorn

Operations Manager, Partner

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Jeff Audi, EA

Tax Specialist

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