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Principals
Richard Alt
Wesley W. Creese, CPA
Kim Gannis, AIF®
Arthur G. Merriman, III, CFA
Gary Wagner
Advisors & Portfolio Managers
Shams Afzal, AIF®
William R. Anderson, CSRIC®
Bryan Blackburn, CFP®
Chris Carey
Robert Carroll, CPA, CFP®, CDFA™
Wendy Eldridge, MBA, CFPA
Linda Fousek, CFA
John R. Frye, CFA
Brendan A. Goldstein
Meg Halloran
Chris Henry
Scott R. Inglis, CFA
Brent Luce
Elmer (Al) Meszaros, CFA
Ian Matheson
Isabel (Bel) Pedrosa
Raz Pounardjian
Andrew Robb
Heidi Rose, CFP®
Brandon Thuott
Peter Vanden Broeck
Keith Vargo, CFA
Doug Warzinski, CFP®, CIMA®
Research & Trading
Greg W. Halter, CFA
Doug Pease
Operations
Taryn Colley
Denise Delia
MaryBeth FitzGerald
Megan Lencoski
Mindy Mackey
Ann Shigemura-Hildebrand
Joe Spidalieri
Paul Zappala
Client Service Managers
Danica Bable
Brittany Blazey
Brandi Casey
Jodi Cowgill
Kendall Exline
Elizabeth Hammelrath
Angela Huaynate
Denny Johnson
Jack Krebs
Kyle Kopecky
Laurel Lawrence
Laura Mock
Jeffrey Omslaer
Christianna Sieverding
Suzanne O'Sickey
Sue Yeagley
Christene Wojdyla
Home
Services
Investment Management
Financial Planning
Corporate Retirement Plan
Who We Serve
>
Individuals and Families
Foundations and Nonprofits
Religious Entities
About
Team
Why RIA?
In the Media
Resources
Disclosures
Blog
Carnegie Investment Counsel Blog
Nonprofit Investment Blog
Contact
Locations
Client Login
Talk to An Advisor
Portfolio Analysis
Request for Proposal