Our talented team of experienced professionals are experts in the fields of banking, public accounting, actuarial sciences, compensation, wealth management, income tax and related IRS issues.

 
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Michael Downey
Managing Director

C: (443) 771-5190

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Brad Dyksen
Managing Director

P: (215) 935-1115
C: (201) 394-8480

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Charlie Hicks
Senior Managing Director

P: (256) 547-9527
C: (256) 441-3400

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Tom Molteni
Senior Managing Director

P: (615) 665-4482
C: (615) 417-3293

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Daniel E. Peterson, LLIF, LUTCF
Senior Consultant

P: (701) 356-1270
C: (701) 238-7391

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Brian Sheldon
Senior Managing Director

P: (913) 261-9618
C: (913) 522-5061

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Glenn Smerglio
Manager of Business Development

P: (215) 884-5273
C: (215) 801-9026

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Mark L. Sollenberger
Managing Director

P: (814) 467-0022
C: (814) 254-5334

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David Soto
Managing Director

P: (512) 796-8242
C: (512) 786-8242

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Cole H. Svenson
Managing Director

P: (908) 601-3886

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Brian E. Watterson
Managing Director

P: (630) 721-1079

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Curtis Viggers
Managing Director

P: (909) 971-3747

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JR Llewellyn
Managing Director

P: (850) 308-1468
C: (678) 427-1015

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William (Bill) Chatfield
Co-Founder / Executive Managing Director

O: (610) 518-7200

C: (215) 588-1800

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Dan Neil
Managing Director

C: (512)576-6084

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