James D. Maher

James D. Maher

Chief Executive Officer and Founder

Paul R. Alegnani

Paul R. Alegnani

Chief Investment Officer

Nicole L. Behrmann

Nicole L. Behrmann

Tax Director

Jennifer L. Boyer

Jennifer L. Boyer

Senior Client Service Associate

Charles E. Brueggemann

Charles E. Brueggemann

Executive Officer

Jennifer L. Buchanan

Jennifer L. Buchanan

Tax Manager

Ronald A. Buerges

Ronald A. Buerges

Business Consultant

Marnie E. Deschaine

Marnie E. Deschaine

Business Services Coordinator

Assistant to Jim Maher

Jordan D. Faulkenberg

Jordan D. Faulkenberg

Senior Tax Accountant

Andrew R. Greene

Andrew R. Greene

Chief Operating Officer

Evan R. Halloran

Evan R. Halloran

Accounting Consultant

Zachary Hamann

Zachary Hamann

Software Developer

Anna R. Hanger

Anna R. Hanger

Client Service Associate and Analyst

Julie A. Hanger

Julie A. Hanger

Senior Administrative Assistant

Samuel F.L. Hanger

Samuel F.L. Hanger

Wealth Management Advisor

Ryne K. Harris

Ryne K. Harris

Tax Accountant

Jacob J. Hong

Jacob J. Hong

Chief Wealth Management Officer

Ashley C. Johnson

Ashley C. Johnson

Tax Manager

Jeffrey Keiser

Jeffrey Keiser

Chief Legal Officer & Director of Family Office Services

Matthew J. Lanzone

Matthew J. Lanzone

Business Consultant

L. Monette Lawrence

L. Monette Lawrence

Retirement Plan Advisor (401(k), 403(b) & Defined Benefit)

Martin F. Leifeld

Martin F. Leifeld

Business Consultant

James D. “JD” Maher, Jr.

James D. “JD” Maher, Jr.

Estate Planning Specialist

Derrick M. Mark

Derrick M. Mark

Tax Accountant and Data Analyst

Nathan L. Martin

Nathan L. Martin

Tax Accountant

Cathy E. Mifflin

Cathy E. Mifflin

Administrative Assistant

Tristen N. Nichols

Tristen N. Nichols

Tax Accountant

Kimberly A. Noltkamper

Kimberly A. Noltkamper

Director of Administration

Lauren N. Randazzo

Lauren N. Randazzo

Wealth Management Advisor

Barbara E. Reagan

Barbara E. Reagan

Senior Tax Accountant

Crystal D. Schallenberg

Crystal D. Schallenberg

Tax Manager

Robert G. Schlueter

Robert G. Schlueter

Director of Relationship Management and Wealth Management Advisor

Carrie D. Schultheis

Carrie D. Schultheis

Accounting Services Manager

Robert T. Scott

Robert T. Scott

Tax Accountant

Nicholas J. Silhavy

Nicholas J. Silhavy

Tax Accountant

Brendan M. Skinner

Brendan M. Skinner

Analyst

Kristen M. Steele

Kristen M. Steele

Client Service Associate

Diana M. Stevens

Diana M. Stevens

Senior Accountant

David A. Stoll

David A. Stoll

Wealth Management Advisor

Jay R. Tebbe

Jay R. Tebbe

Philanthropic Consultant

Amanda K. White

Amanda K. White

Chief Financial Officer and Chief Compliance Officer

Cindy S. Wolf

Cindy S. Wolf

Administrative Assistant

Jim E. Woodcock

Jim E. Woodcock

Business Consultant