Meet Our Team
Every member of our team is committed to exceptional client service.
Leadership
Stephen G. Green
Partner/Chief Executive Officer
Scott M. Lefebre, CPA/PFS
Partner/Managing Director, Business Development
Matthew J. Darcy, CFA
Partner/Chief Investment Officer
Zachary R. Erskine, CFP®
Partner/Senior Wealth Advisor
Kimberly S. Merry
Partner/Business Manager
Kathy Mezei Raabe, CFP®
Partner/Senior Wealth Advisor
Christina A. Larkin, CPA, CFP®
Director of Tax
Team Members
Erica L. Bush, EA
Tax Analyst/Admin
Shanon Maher Cehaja
Tax Analyst
Abigail E. Falta
Associate Advisor
Meghan A. Hinsdale
Operations Manager
Michael G. McLaren
Financial Planning Analyst
Alivia L. Nieman
Associate Advisor
Cheryl L. Perry
Human Resources Manager
Julia D. Piccininni
Client Service Associate
Dawn M. Wagner
Client Services Manager
Bridget M. Vogl
Client Service Associate
Karli A. Wirt
Tax Supervisor