Personal Financial Planning Team

The members of the Financial Planning team are experts in the areas of comprehensive planning.  Each professional has extensive training and experience to bring to each client relationship.  Many are licensed CPA's and CFP practitioners and they are supported by the Wealth Advisors staff.

 

Scott Barchus, CPA		Charlie Zieky, CPA, PFS
Principal		Principal
Mark Birge, CPA		Abbey Rollins
Principal		Financial Advisor
Stephen Mentzer, CPA, CFP, CSEP
Financial Planner