Our Team

The Interchange team is proud of our reputation as ‘easy to work with.’ We look to establish a personal, trusting relationship with every client, and we do this through our honest and caring approach.

Ahmie E. Baum, CFP®

Founder and CEO

Kendra Kasznel Reilly, CFP®, CIMA®

Senior Director
Relationship Management

Chris Duerr, CFA, CFP®

Senior Director
Investments

Evan Fitzpatrick, J.D.

Senior Vice President
Planning

Kathy Saksa

Senior Associate
Client Service

Alyssa Cassandro

Senior Associate
Client Service