Ahmie E. Baum, CFP®
Founder and CEO
Brian D. Baum, CFP®, CEPA®
Managing Director
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