Biographies
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Julie Bird
Advisor & Financial Planner, Certified Exit Planning Advisor (CEPA), Certified Family Business Specialist (CFBS)
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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
Operations Manager
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Michael Rodgers
Executive Assistant
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Erin Stephenson
Operations Specialist
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Denise Rodgers
Assistant to Judy Sherman
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Catherine Patrick
CFP
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Robin Skillingberg
Investment Specialist
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Michael Cogliano, CRCP
Chief Compliance Officer
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Emily Pryor
Operations Specialist
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Sherika Rodgers
Insurance New Business Coordinator