Meet Our Team

Frank M. Devincentis, CFP®

Founder
Managing Partner
Financial Advisor

Craig R. Eyler, CFP®

Founder
Managing Partner
Financial Advisor

Molly Girard, CFP®

Partner
Financial Advisor
Branch Manager

Tracy Weidman

Director of Client Analytics
Senior Vice President
Senior Registered Client Analyst

Yaelle Kimmelman

Operations Director
Vice President
Senior Registered Client Associate

Tess Kearns

Branch Administrator
Registered Client Associate

Trey Plummer

Registered Client Service Assistant