Skip to main content

Team Directory

REPRESENTATIVES

James H. Meanix CFP®, CLU®, ChFC®, AEP®, CASL®

Founder, Partner and Private Wealth Advisor

Michael S. Robustelli ChFC®, CASL®, CLU®

CEO, Partner and Private Wealth Advisor

Aaron D. Channing CFP®, CLU®, ChFC®, RICP®

Private Wealth Advisor and Partner

Zachary Y. Wineland CFP®, ChFC®, CLU®, RICP®, AEP®

Private Wealth Advisor and Partner

ASSOCIATES

Mary E Mitsch

Chief of Staff

Nicholas Duelfer ChFC®

Director of Wealth Management

Jenna Dowling

Director of Financial Planning

John Easterday

Insurance Operations Associate

Carly Fisher

Director of Insurance Operations

Katharine M Conlon Gutshall

Insurance Operations Associate

SUPPORT TEAM

Stephen W Blumenthal CLF®, M.Ed.

Director of Marketing

Alexandria Krebs

Marketing Coordinator

Courtney Harper

Marketing Coordinator