Our Team

Ryan Shanley

Managing Partner
Wealth Advisor

Jamie Shoup, CFP^©

Chris Nelson

Senior Wealth Advisor

Nick Weidman

Senior Wealth Advisor

Rosemarie Dempsey

Senior Wealth Advisor

Shawn Dempsey

Financial Professional

Kevin Rafferty

Karl Ober

Insurance Specialist

Eric Parnell

Chief Market Strategist

Nick Dalessandro

Senior Associate,
Asset Management

Kaela Frenchman

Associate,
Asset Management

Evan Coffey

Associate,
Asset Management

Jackie Smolsky

Administrative Assistant

Charlene Mahoney

Administrative Assistant