Associates

 
  • Patrick M Ricketts MBA AIF® CFP ®

    Patrick M Ricketts MBA AIF® CFP ®

    President & CFO

  • Mindy S Helfrich

    Mindy S Helfrich

    Vice President

  • Reanna Digilio

    Reanna Digilio

    Operations Coordinator

  • Gavin Geppert

    Gavin Geppert

    Administrative Intern for Mindy Helfrich

  • Sally Graham

    Sally Graham

    Administrative Coordinator for Mindy Helfrich

  • Melissa Hays

    Melissa Hays

    Director of Business Operations

  • Alex Helfrich

    Alex Helfrich

    Administrative Intern for Mindy Helfrich

  • Susanah Nattrass

    Susanah Nattrass

    Client Service Coordinator

  • Julie Rehmeier-Aylward

    Julie Rehmeier-Aylward

    New Business Coordinator

  • Tricia Seitelbach-Green

    Tricia Seitelbach-Green

    Director of Client Operations

  • Kaylee Sinkevich

    Kaylee Sinkevich

    Administrative Intern

  • Jan Amidon

    Jan Amidon

    Administrative Coordinator