Our People
Channing Olson
Chief Operating Officer
Brenna Paananen, CFP®, CIMA®
Senior Advisor Associate
Greta Panke
Advisor Associate
Sarah Pascucci
Resource Specialist
Samantha Paul-Hackman, FPQP™
Senior Advisor Associate
Kayla Pavela
Senior Associate, Finance
Vincent Pecoraro, FPQP™
Senior Advisor Associate
Julie Penwell, CFP®
Assistant Vice President
Emily Perschbacher
Advisor Associate
Ashley Phillips
Office Coordinator
Amanda Phillips-DeSaverio, CFP®
Vice President
Aviva Pinto, CDFA®, CDS®
Managing Director
Brian Powers
Chief Financial Officer
Michael Price, CFA®
Vice President, Investments
Oliver Pursche, AAMS®, CEPA
Senior Vice President
Chip Pyfer, JD, CFP®, CIMA®, CPWA®
Managing Director