Our Dedicated Team

Joe Connell, Partner

Joe Connell, Partner
Joe Connell, AIFA, QPFC, CRPS, RF
Partner
Director of Retirement Services
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Andrew Paoni, Partner

Andrew Paoni, Partner
Andrew Paoni, MBA, AIF, CFP®, CFA
Partner
Director of Wealth Management & Investment Strategy
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Michael Sheehan, Partner

Michael Sheehan, Partner
Michael Sheehan
Partner
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Valerie Johnson, Financial Advisor

Valerie Johnson, Financial Advisor
Valerie Johnson, CFP®
Financial Advisor
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Julie Krehbiel, Financial Advisor

Julie Krehbiel, Financial Advisor
Julie Krehbiel, CFP®
Financial Advisor
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email
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Kip Walle, Financial Advisor

Kip Walle, Financial Advisor
Kip Walle, CFP®
Financial Advisor
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Thao Ring, Operations Manager

Thao Ring, Operations Manager

Thao Ring, CFP®
Operations Manager
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Thomas Roffers, Client Relationship Manager

Thomas Roffers, Client Relationship Manager
Thomas Roffers, AIF®
Client Relationship Manager, Retirement Plan Services
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Doug Mathey, Partner

Doug Mathey, Partner
Doug Mathey, CPA/PFS, MT
Partner
Wealth Management and Tax Services
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Laura Culp, Partner

Laura Culp, Partner
Laura Culp, CPA, PFS, MT, CCIFP 
Partner
Wealth Management
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