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Tim Adams, CIMA® - Owner, President

Matthew Adams, CFP® - Vice President, Financial Advisor

Michael Ahrens, CFP®, CPM® - Managing Director

Joseph Azzara, CFP® - Managing Partner

Greg Bowden - Managing Partner

·      Zach Wolf - Operations Manager

Dan Campbell, CRPS® - Managing Partner

Bob Evely - Senior Financial Advisor

Colleen Geiss, CFP® - Vice President, Financial Advisor

Robyn Geiss, MBA - Vice President, Financial Advisor

David Grindle, CIMA® - Managing Principal

Caroline Jones, CFP®, CRPC®, CRPS® - Vice President, Financial Advisor

Carol Lupo, CIMA® - First Vice President

·      Stacey McElroy - Client Service Associate

Donna Sabb - Owner, Managing Partner

Shaun Small - Senior Financial Advisor

 

TPG Teams
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1787 Wealth Management

·      Joseph G. DiGiacomo - Managing Partner

 

Cornagie Wealth Management

·      Don Cornagie - Managing Director

·      Colleen Geiss, CFP® - Vice President, Financial Advisor

·      Christine Burghart - Senior Registered Account Administrator

 

Eastburn Wealth Management

·      Michael Eastburn, CFP® - Senior Vice President

J.M.Equity Advisors

·      Michael B. Tursi, CFP® - Partner

 

Kelly Private Wealth Management

·      Christopher Kelly - Senior Vice President

 

Lewis, Litwinsky & Associates

·      William V. Lewis, Jr., CFP®, CAP®, CLU®, CPM®, CRPS® - Managing Principal, PIM Portfolio Manager

·      Marisa Litwinsky, CRPC® - Managing Partner, Senior Financial Advisor

·      Lori Piazza-Timchack – Assistant Vice President, Senior Financial Advisor

·      Karen Kratz - Registered Senior Administrative Assistant

·      Carlena Piccirillo - Client Associate

 

Miller Garcia Wealth Management

·      Richard E. Miller, Jr. – Managing Partner

·      Amy Garcia – Senior Vice President

·      Rick Miller, III – Vice President

·      Corey Albach – Client Associate



Potomac Wealth Management

·      Orlando Maldonado, CFP®, CIMA® - Wealth Management Advisor

·      Andrew Boostrom – Client Associate

Schraeder, Kabala, & Associates

·      Gene N. Schraeder, Jr. – Managing Partner

·      Matt Kabala – Managing Partner

·      Summer Hoffman – Senior Client Associate

 

Schultz Wealth Management

·      Bill Schultz, CFP® - Managing Director



Tryline Private Wealth

·      Jeffrey C. Simon, CFP® - Managing Partner

 

Viola Wealth Management

·      Dave Viola - Senior Financial Advisor

·      Chris Wainwright - Client Associate

 

Joe-Caroline-Donna
The Princeton Group Oxford Harriman & Company

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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