Team

It takes a village to build lasting wealth
and we're here to help build yours.

Gregory J. Pinto, CFP®, ChFC®, CLU®, AIF®, MBA

Founding Partner, Chief Executive Officer

Kerri Sullivan-Kreiss, CFP®, AIF®, CDFA®

Founding Partner, President

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Founding Partner, Senior Financial Planner

Morgan McMaster, CFP®

Partner, Director of Financial Planning Services

Jack Heintzelman, CFP®, CPWA®, CEPA

Partner, Director of Wealth Management

Jason Edinger, CFA®

Partner, Chief Investment Officer

Dina Sonenshein

Director of Finance and Operations

Rachel Foskett, FPQP™

Director of Client Services

Caroline Knights, CFP®

Financial Planner

Andrea Thompson

Director of Portfolio Research

Azadeh “Ozzie” Ward

Financial Advisor

Carter Scheetz, CFP®

Financial Planner

Coley O'Donnell, CFP®

Financial Planner

Daniel Berman

Senior Client Service Associate

David Valley

Paraplanner

Drew Inglesi, CFP®, ChFC®, RICP®, CLU®

Financial Planner

Grace Sun, CFP®

Financial Planner

Jennette MacDonald

Operations and Analytics Specialist

Julie Baker

Operations and Financial Coordinator

Laura Bourassa

Senior Client Service Associate

Brian Franford

Paraplanner

Namratha Shetty

Paraplanner

Cameron Curcio

Client Service Associate

Yahir Olguin

Client Service Associate

Marissa Dinelle

Executive Administrative Assistant

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.