Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Mehdi Azizi

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mehdi Azizi Visit Mehdi Azizi's website

Michael Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Barnes Visit Michael Barnes's website

Allison Becker

CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Allison Becker Visit Allison Becker's website

David Bouffard

MBA, APMA, CRPC

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about David Bouffard Visit David Bouffard's website

David Burrus

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about David Burrus Visit David Burrus's website

Bob Edmonds

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website

Richard Edmonds

CPA

Financial Advisor

Certified Public Accountant
Learn more about Richard Edmonds Visit Richard Edmonds's website

Coral Edmonds

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Coral Edmonds Visit Coral Edmonds's website

Stephanie Field

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Stephanie Field Visit Stephanie Field's website

Brianna Gambacini

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Brianna Gambacini Visit Brianna Gambacini's website

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about Mark Jones Visit Mark Jones's website

Leigh King

CFP®, BFA, CLU®, APMA, AIF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leigh King Visit Leigh King's website

James McCuaig

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about James McCuaig Visit James McCuaig's website

Candice Pope

APMA, CRPC

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Candice Pope Visit Candice Pope's website

Adam Swiger

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Adam Swiger Visit Adam Swiger's website


Our team

JT Wiederholt

JT Wiederholt

Operations Director,

Chief Operating Officer of Fiduciam Financial

Qualifications

  • CFP®, CEPA®, APMA®, CRPC®, AAMS®

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Eric Allen

Eric Allen

Investment Specialist

Zachary Brown

Zachary Brown

Financial Planning Analyst

Qualifications

  • APMATM

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Nickel Bushong

Nickel Bushong

Client Concierge

Qualifications

  • FPQP ™

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Tammy Carter

Tammy Carter

Financial Planning Specialist

Susan Crawford

Susan Crawford

Client Service Coordinator

Stacey Czopor

Stacey Czopor

Client Concierge

Maureen DeLuca

Maureen DeLuca

Operations Specialist

Crystal Dunston

Crystal Dunston

Client Service Coordinator

Emily Forcier

Emily Forcier

Client Concierge

Max Gebauer

Max Gebauer

Client Concierge

Qualifications

  • APMATM

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Michael Goralski

Michael Goralski

Paraplanner

Qualifications

  • APMATM

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Vicki Hawkins

Vicki Hawkins

Client Concierge

Jason Henry

Jason Henry

Client Concierge

Betsy Hole

Betsy Hole

Marketing Consultant

Gale Huyett

Gale Huyett

Office Manager

Cathy Maynard

Cathy Maynard

Client Service Coordinator

Jack McDonald

Jack McDonald

Client Concierge

Qualifications

  • MBA

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Lilly Mortensen

Lilly Mortensen

Operations Specialist

Max Peruta

Max Peruta

Client Service Coordinator

Alyssa Pompano

Alyssa Pompano

Executive Assistant

Thomas Rapp

Thomas Rapp

Client Concierge

Paula Ryan

Paula Ryan

Operations Specialist

Kimberly Saja

Kimberly Saja

Operations Manager

Qualifications

  • CFP®, APMATM, CRPCTM

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Emily J. Savage

Emily J. Savage

Client Concierge

Brian Schoonover

Brian Schoonover

Client Concierge

Trish Smith

Trish Smith

Client Concierge

Kara Stephen

Kara Stephen

Practice Manager

Lydia Taft

Lydia Taft

Client Concierge

Megan Teardo

Megan Teardo

Client Service Coordinator

Blake Wooten

Blake Wooten

Client Concierge

Colleen Worgan

Colleen Worgan

Marketing Specialist