Our Team

David Demming, CFP®

President

David demming jr., CFP®

 Vice President/Chief Investment Officer

Gail Demming

Chief Financial Officer/Treasurer

Dan culliton, FPQP®

Director of Financial Planning

Jake smail, CFP®

Financial Planning Associate

RYAN COULTER, CFP®

Financial Planning Associate

Kevin Coholan, CFP®

Chief Compliance Officer/Senior Advisor

Heather Demming

HR/Accounting Coordinator

Sandy hawthorne

Client Relationship Manager

Brenda roseberry

Financial Paraplanner Qualified Professional™

Andrea kahn

Operations Manager