Meet Our Team Timothy M. Fries, CFP®Financial Advisor Learn More Cathy Johnson, CLTC®Financial Advisor Learn More Michele L. O’ConnorDirector of Operations Learn More Zachary T. Schimmel, CEPA®, AAMS®Financial Advisor Learn More Thomas Madison,CFP®Financial Advisor Learn More Elizabeth Lawrence, AAMS®Financial Advisor Learn More Kendall ZemanFinancial Advisor Learn More Amanda Jaquish, CIMA®Trading & Research Specialist, FFG /Investment Professional, RJFS Learn More Codi KoxlienOperations Specialist / Associate Financial Advisor Learn More Heidi ArendtLead Sales Assistant Learn More Melissa LudyFirst Impressions and Marketing Specialist Learn More
