Our Team

Holly Carroccio, CFP®

Managing Partner & Financial Advisor

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Andrew Eppes, CFP®

Managing Partner & Financial Advisor

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Ryan Hill, AIF®

Financial Advisor

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Melinda Witt
Financial Advisor
Sharon Bardfield

Director of Operations

Gabrielle Tarantino
Director of New Business & Client Service
Genesis Ehrman
Client Service Specialist
Lauren Clapp
Client Service Specialist
Bianca Carroccio
Financial Planning Support Specialist

Clear a Bold Path

Toward Total Financial Health