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

Sarah Graham

Sarah Graham, CFP^®, CRPC, CMFC^®

Financial Advisor

Chris Mellone

Chris Mellone, CFA, CFP^®

Financial Advisor

Belle Schneider

Belle Schneider, AIF^®, CFP^®

Financial Advisor/Portfolio Manager

Melissa Chaniyara

Melissa C. Chaniyara

Partner, Portfolio Manager

Marie Rugen

Marie Y. Rugen

Client Service Manager

Cindy Alexander

Cindy Alexander

Client Service Manager

Keri Baldino

Keri Baldino

Client Service Manager

Fatima Masumi

Fatima Masumi

Client Service Manager

Tom Komara

Tom Komara

Client Service Associate

Denise Ramsey

Denise Ramsey

Director of Operations

Patricia Vaughn

M. Patricia Vaughn (Patti)*

Director of Finance

Beth Corrigan

Beth Corrigan

Financial Advisor

Sherri Rosenberg

Sherri Rosenberg