From Our Family To Yours
The best companies are made up of those who are passionate and enjoy coming to work each and every day. For us, that reason is to help families be families. Through our commitment to an exceptional client experience, and first-class service, we believe what drives us will help your family be stronger, closer, and wiser as you move towards your long-term financial goals.
Here is what we love most about helping families. We enjoy:
- Listening and understanding each client’s family dynamic
- Aiming to deliver a unique investment experience
- Solving problems with solutions designed to last generations
- Establishing lifelong clients
- Striving to provide a path towards financial peace of mind
Welcome to your team.
Executive Team
Our Adviser Team
Our Adviser Network Offices Across the Country
Melanie Marks Hitchen
Wealth Adviser | Winchester
Business Partners
Aaron Swiggum, CPA/PFS, CFE
Referral Partner | Maumee
David Hammack, CPA/PFS
Referral Partner | Maumee
Ron Rubin, ChFC®
Referral Partner | New York City
Our Team
Abbie Ciucci
Family Wealth Associate
Andrew Nell
Family Wealth Associate
Andrew Saffell
IT Support Specialist
Anna Brubaker
Family Wealth Associate
Beth Reetz
Client Operations Specialist
Brian Hackman
Family Wealth Associate
Brittney Tebay
Client Operations Specialist
Caroline Hoffman
Client Operations Specialist
Courtney Buczkowski
Client Operations Specialist
Danny Sullivan
Family Wealth Associate
David S. Graf, CRPS®
Retirement Plan Adviser
Denise Brock
Executive Assistant to Steven J. Schwartz, CFP®
Hannah Myers
Strategist Coordinator
Jake Dryfuse
Family Wealth Associate
Jillian Perlaky
Client Experience Coordinator
Joanna Serra
Assistant to Steven J. Schwartz, CFP®
Katie Heller
Client Operations Specialist
Kristin Rausch
Family Wealth Associate
Lily Hoffman
Strategist Coordinator
Marc Bergeron
Family Wealth Associate
Melissa Martin
Executive Coordinator
Michelle Hafner
Client Operations Specialist
Mike Lynch, APMA™
Trading and Portfolio Administrator
Sarah Mellott
Strategist Coordinator
Zowe Hamizadeh
Compliance Associate