CREATIVE, RELIABLE STEWARDS

Our People

J. Sergeant

Pepper

Philadelphia Regional Director

Managing Director

full bio

David K.

Plotts, CFP®

Director of Wealth Planning

Managing Director

full bio

Adam G.

Psichos

Director of Strategic Initiatives

Managing Director

full bio

Uma M.

Rajeshwar, CFA, CTFA, CFP ®, AEP

Relationship Manager, Portfolio Management

Managing Director

full bio

Mary-Noelle

Rasi

Wealth Planner

Vice President

full bio

Melinda G.

Rath

Relationship Manager, Wealth Advisory

Managing Director

full bio

Michael T.

Reynolds, CFA

Vice President, Investment Strategy

full bio

Dennis E.

Riley

Relationship Manager, Portfolio Management

Vice President

full bio

Huldah A.

Robertson, CFP®, AEP®

Business Development Director

Vice President

full bio

Gale Elaine

Rue, CTFA

Relationship Manager, Wealth Advisory

Vice President

full bio

Alexander

Sanford

Relationship Manager, Wealth Advisory

Vice President

full bio

Kirk

Schmitt, CFA®, CFP®

Relationship Manager, Portfolio Management

Vice President

full bio