Biographies
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Julie Bird
Advisor & Financial Planner, CEPA, CexP, CFBS, CPFA
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Anthony Bird
CPA*
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Judith Stoddard Sherman (Judy)
Advisor & Financial Planner, Certified Exit Planning Advisor (CEPA), Certified Family Business Specialist (CFBS)
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Stephanie Knapp
Financial Administrator
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Michael Rodgers
Executive Assistant and New Business Coordinator
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Mike Anderson
Relationship Manager
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Kyleigh Prather
Operations Specialist
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Michelle Pultorak
Director of Client Experience
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Kristin Lea
Virtual Assistant
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MariJo Paret
Concierge
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Denise Rodgers
Assistant to Judy Sherman
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Emily Pryor
Operations Specialist