Associates

• Thomas G. Briggs

  Partner, Managing Director,
  Wealth Manager

• Peter E. Dolan

  Partner, Managing Director,
  Wealth Manager

• Judy L. Rubin, CFP^®, CDFA^®

  Partner, Managing Director,
  Wealth Manager

• Andrew Briggs, CFA^®, CPWA^®

  Wealth Manager

• Wistar Holt, Jr., CFP^®, CDFA^®

  Wealth Manager

• Martha Guyer

  Wealth Manager

• Nathan See

  Wealth Manager

• Corey P. Briggs, CFP^®, CIMA^® , CEPA

  Wealth Manager

• Dan Noonan

  Wealth Management Associate

• Sean Dolan

  Wealth Management Associate

• Noelle Washington

  Client Associate Manager

• Rhonda Eads

  Wealth Management Associate

• Michelle Niethe

  Senior Client Administrative Manager

• Carol Edmonson

  Senior Client Administrative Manager

• Mari Erb

  Business Development Associate

• Marilyn Jones

  Receptionist