Our Team

Meet Our Partners and Senior Leaders

Mark R. Brown

CFP® Managing Partner

Justin Cassida, MBA

Director of Client Services

Danielle Berz

Senior Client Relationship Manager
Zach Swaffer Headshot

Zach Swaffer

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


Helen Rasoul

CPA, Consultant