With over 40 years of combined experience, our young and dynamic team has proven themselves to be invaluable partners to our clients.
We apply the energy of our relative youth to drive our genuine enthusiasm for helping our clients pursue their every financial goal. We also bring this commitment to serving our community, serving as volunteers, board directors, and fundraisers.
Robert (Rory) J. O’Hara III,
CFP®, CRPC®
Founder I Senior Managing Partner
Geoff Degener,
CPFA
Founder I Managing Partner
Shane T. Fox,
CRPC®, CPFA
Founder I Managing Partner
Jennifer Fisher,
CHFC®
Founder I Senior Relationship Manager
Michael Vanaria
Financial Advisor
Sean Fasanella
Registered Client Associate
Monica Khalid
Client Associate
