About
Barb plays a key role in delivering exceptional service to our clients, ensuring a seamless experience at every step. With a background spanning financial services, insurance, and banking, she brings a wealth of expertise to her focus areas—operations and cultivating strong client relationships with investment and insurance providers. Outside of work, Barb enjoys traveling with her family, nurturing her garden, and giving back to her community through volunteering for local activities.
Dave Lightner
Founder, FSM Wealth
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Charlie Hruby
Associate, Wealth Management
Jacqueline Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management