Our People

There are plenty of wealth advisors out there that are interested in your wealth, but the real question is, are they interested in you and your goals? You deserve a financial partner that will dedicate a team of experienced professionals solely focused on providing you with customized solutions and strategies that align with your values. Our boutique service model and low client to advisor ratios allow us to provide the kind of dynamic personal service you deserve. Through trust, candor and loyalty, together, we’ll rigorously pursue opportunities that are right for you. 

Meet the Team


David C. Sego, CPA/PFS, CFP®

Managing Director

Eric S. Holt, CFA

Managing Director

Director Team

Kristen K. Bradley

Director of Client Relations

Mark S. Marrone

Chief Compliance Officer

Financial Advisors

Tony M. Coppola, CPA, CFP®

Senior Financial Advisor

Andrew R. Hicks, MBA

Senior Financial Advisor

Luisa O. Nemati, CFP®

Senior Financial Advisor

Michael A. Robb

Senior Financial Advisor

Richard (Rick) E. Watson

Senior Financial Advisor

Client Relations

Janet F. Chandler

Client Service Manager

Dana D. Greathouse

Client Service Representative

Kim S. Kasper

Senior Client Service Representative

Gwendolyn M. Tripp

Administrative Assistant

Elise N. Vogt

Client Service Representative

Ashleigh R. Ward

Client Service Representative

Investment Analysts

Rudge P. Dickinson, CAIA

Senior Investment Analyst

Peter C. Keilman, CFA, CFP®

Investment Analyst

David B. Segal, CIMA®

Senior Investment Analyst

Steve Trainer, CFA

Investment Analyst

Financial Planning

Lena K. Melugin

Financial Planner

Client Reporting

Sheri L. Bailey

Manager, Portfolio Accounting and Reporting

Luis G. Perez

Portfolio Reporting Analyst

Business Services

Emily Goetz

Business Support Manager