About
She assists the team in providing exceptional service to our clients. Barb’s prior experience includes financial services, insurance, and banking industries. Her focus is on operations and facilitating client relationships with investments and insurance providers. In her free time, Barb enjoys traveling with her family, gardening, and volunteering for her neighborhood community’s activities.
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting