Our Team

Traci Shughart

Chief Executive Officer, Partner

Sebastian N. Sullivan, AIF®, CFP ®

President, Partner

Mark Steinhart, BFA™

Financial Professional & Vice President of Client Services

Robin Mumma

Executive Assistant

Jennifer Steinhart

Operations & Business Specialist

Jodi Greiner

Chief of Staff

Kristina Holloran

Advisor Services Liaison

Josh Cesare

Director of Retirement Plans

Jennifer Browning

Client Liaison

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