Wealth Planning & Financial Advice Team

Advice & Planning

Search or filter our team members below

Thomas Moran

AIF®

Chairman | CEO | CIO

Donald Drury

President

Charles Chesebrough Jr.

CFA

Managing Director | Head of Quantitative Strategies

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®

Senior Vice President

Corey Grant

CFP®, ChFC®

Executive Vice President

Michael Mongin

CPWA®

Senior Vice President

Julie Rich

CFP®

Senior Vice President

Devon Banning

CFP®

Financial Consultant

Ryan Frank

CFP®, ChFC®, SE-AWMA®

Chief Operations Officer