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Advisor Team
James S. Hemphill, CFP®, ChFC®, CIMA
Chief Investment Strategist,
Managing Director

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David A. Burd, CFP®
Managing Director

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Vincent R. Barbera, CFP®
Financial Advisor

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Client Services Team

Jeanne R. Donofrio
Sr. Accounts Administrator

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Lorraine "Rainey" Rylko
Sr. Accounts Administrator

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Peter Mai
Accounts Administrator

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Planning Team

Thomas A. Rylko, CFP®
Sr. Financial Planner

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Audrey Boulieu
Financial Planner

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Phillip J. Deerwester
Financial Planner

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Joan M. Hill
Financial Planner

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Communications Team

Shauna L. Mace
Sr. Development Coordinator

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Susan T. Mattero
Development Coordinator

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Operations Team

Marvin L. Barron III, CFP®
Managing Partner

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Pasquale "Pat" Procopio
Portfolio Systems Analyst

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Julie Guthier
Portfolio Systems Analyst

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Martin I. Feder
Controller

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Danielle Swain
Operations Coordinator

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Alyssa L. Abrohms
Operations Coordinator

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