Our Team

 

  • Mark T. Bryant, CFP® AIF®

    CERTIFIED FINANCIAL PLANNER™
    Accredited Investment Fiduciary®

  • Conor J. Bryant, CFP®, CFF®

    CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL FIDUCIARY™

  • Reid G. Prinzo, CFA®

    Chartered Financial Analyst®

  • Shawn Anthony Maloney

    Portfolio Manager

  • Kerry A. Bardwell

    Practice Manager

  • Cynthia J. "Cindi" Cooper

    Client Service Associate

  • Erika Schultz

    Client Service Associate

  • Penny Sorbello

    Client Service Associate