Our Team

Traci Shughart
Chief Executive Officer, Partner

Sebastian N. Sullivan, AIF®, CFP ®
President, Partner

Mark Steinhart, BFA™
Financial Professional & Vice President of Client Services

Robin Mumma
Executive Assistant

Jennifer Steinhart
Operations & Business Specialist

Jodi Greiner
Chief of Staff

Kristina Holloran
Advisor Services Liaison

Josh Cesare
Director of Retirement Plans

Jennifer Browning
Client Liaison
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