Our Team

Meet Our Partners and Senior Leaders

Justin Cassida, MBA, CFP®

Director of Client Services

Danielle Berz, CFP®

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

Jonathan Kuiter, MBA

Director of Business Development


Helen Rasoul

CPA, Consultant