Ahmie E. Baum, CFP®, CFBA
Founder and CEO
Brian D. Baum, CFP®, CEPA®
Managing Director
Kendra Kasznel Reilly, CFP®, CIMA®, CEPA®
Senior Director
Relationship Management
Chris Duerr, CFA, CFP®, CEPA®
Senior Director
Investments
Kenneth D. Chapel, CFP®, RICP®
Senior Director
Troy A. Martin, CFP®
Private Wealth Analyst
Kathy Saksa
Senior Associate
Client Service
Alyssa Cassandro
Senior Associate
Client Service