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®, CFBA

Founder and CEO

Brian D. Baum, CFP®, CEPA®

President

Kendra Kasznel Reilly, CFP®, CIMA®, CEPA®

Managing Director
Relationship Management

Chris Duerr, CFA, CFP®, CEPA®

Managing Director
Investments

Samuel Hopps

Analyst, Private Wealth

Tyler Houston, CFP®

Analyst, Private Wealth

Kathy Saksa

Senior Associate
Client Service

Alyssa Cassandro

Senior Associate
Client Service

Laurie Zola

Client Service Associate