Richard A. Hewitt, CFP®, President
Jerry M. Ledzinski, II, Managing Director, Business Operations
Joseph P. Clark, CFP® Director, Eastern United States
Marc A. Wehmeyer, CFP® Director, Mid-Atlantic Region
Drew W. Nelson, CFP® Associate Financial Planner
Karen NeSmith, Client Support Specialist
Angela Zepeda, Administrative Assistant
Board of Advisors: Our Advisory Board provides us with unfiltered feedback and suggestions regarding new services that may be of value to our clients. We value their input and appreciate their willingness to share how we may improve our client experience in any way.