Our Team

Wealth Advisors

Jim DeGaetano

CPA, CFP®, CEPA®, MBA
CEO, Founder, Wealth Advisor
Carlisle, PA

Chrissy Ward

Partner, Wealth Advisor
Carlisle, PA

Mark Greenawalt

Wealth Advisor
Carlisle, PA

Scott Rucki

CFP®
Senior Wealth Advisor
Carlisle, PA

Brian Swanson

CFP®
Senior Wealth Advisor
Falls Church, VA

Scott Faust

MBA
Senior Wealth Advisor
Falls Church, VA

Client Services

Tiffany Fulk

Director of Operations & Marketing
Carlisle, PA

Danielle Rager

Director of First Impressions
Carlisle, PA

Andrea Faust

Director of First Impressions
Falls Church, VA

Jermaine Reynolds

Client Service Associate / Director of First Impressions
Falls Church, VA

Allison Saia

Personal Assistant
Carlisle, PA

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Mike Valenti

CPA, CFP®
Vice President, Tax & Financial Planning

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner