Our Team Dennis Morton, Jr., CFP®, ChFC® Founder and Principal Kathryn M. Brown, CFP®, ChFC®, CAP® Founder and Principal Cody Demmel, CFP® Financial Advisor Sean Roth Financial Advisor Jonathan D. Kerstetter, CFP® Financial Planning Strategist Karen A. Garrison Client Relationship Associate Melanie A. Strange Client Service Associate Alison Ehret Client Service Associate Madlen J. Miller Director of Marketing and Community Outreach Eric Stein, CFA Co-Chief Investment Strategist Mario Nardone, CFA Co-Chief Investment Strategist Finding the Right Partner Not all financial advisors are created equal. Finding the ideal financial partner for you and your family means asking the right questions. questions to ask a financial advisor
