Our Team

Meet Our Partners and Senior Leaders

Mark R. Brown, CFP®

Managing Partner

Justin Cassida, MBA, CFP®

Partner
Director of Client Services

Danielle Berz, CFP®

Partner
Sr Client Relationship Manager
Zach Swaffer Headshot

Zach Swaffer, CFP®

Client Relationship Manager
Amy Schmitt Headshot

Amy Schmitt

Executive Assistant to Mark R. Brown
Shannon Balmer Headshot

Shannon Balmer

Director of Operations and Compliance

Ellewynn Tieszen

Director of First Impressions

Partners

Cathy Schwanebeck

Consultant

Shelley Arnholt

Consultant

Helen Rasoul

CPA, Consultant