Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kerin M. Cagle

Chief Branding and Strategy Officer

Read more

Joe O'Shields

Chief Operating Officer

Read more

Ryan Tiwari

Managing Director of Capital Markets

Read more

Nicholas Sakellis, CEPA®

Managing Director, Corporate Consulting

Read more

Elaine Unger

Director of Operations

Read more

Connor Donohue, MBA

Senior Financial Advisor

Read more

David Hoffman

Financial Analyst

Read more

Luke LeGros

Financial Analyst

Read more

Garrett Minton

Associate Advisor

Read more

Kathy Malone

Client Service & Administrative Support

Read more

Mark Dorsett

Managing Director of Advanced Insurance Solutions

Read more

Patrick Fagan,CEPA®

Senior Corporate Strategist

Read more

Philip Snyder

Growth Strategies Manager

Read more

Sean Joyce

Senior Portfolio Manager, Managing Director of Private Client Group

Read more