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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 Cagle

Executive Director of Strategy

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Aaron Berg, BFA, CEPA®

Partner, Director of Investments

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Steve Fogerty

Managing Director and Chief Development Officer

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Joe O'Shields

Director of Operations

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Nicholas Sakellis, CEPA®

Director of Corporate Development, M&A

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Sean Nisil, CFP®

Senior Financial Advisor

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Webb Sabin MBA, AIF, NQPA

Senior Advisor and Strategist

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Connor Donohue, MBA

Senior Financial Planning Analyst

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David Hoffman

Financial Analyst

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Kathy Malone

Client Service & Administrative Support

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Jordan Mouw MBA

Financial Analyst

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Tiffany Gilbert

Business Relationship Coordinator

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Amberlyn White

Public Relations and Marketing Coordinator

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