Broker Check

Meet Our Team

Our focus on team is part of everything we do - from our team-based client service approach and collaborative work environment, to an emphasis on the continual development of our team members.

We treat everyone like family and believe that a supportive work environment is the key to providing the superior service our clients have come to expect from us.

Bruce Vaughn

Bruce D. Vaughn CFP®, AIF®

Partner, Financial Advisor

Rose Price

Rose M. Price CFP®, AIF®

Partner, Financial Advisor

Daniel Lash

Daniel P. Lash CFP®, AIF®

Partner, Financial Advisor

Melissa Chaniyara

Melissa Chaniyara

Partner, Registered Representative

Chris Mellone

Chris Mellone CFA, AIF®,CFP®

Partner, Financial Advisor

Andrew  Fincher

Andrew Fincher, AIF®

Financial Advisor

Cindy Alexander

Cindy Alexander

Registered Representative

Marie Rugen

Marie Rugen

Client Service Manager

Keri  Baldino

Keri Baldino

Client Service Manager/Office Manager

Sherri  Rosenberg

Sherri Rosenberg

Client Service Manager

Andria Pasquel

Andria Pasquel

Client Service Manager

Denise Ramsey

Denise Ramsey

Director of Operations