Our advisors

Richard La Rose

CRPC, CLTC®

Private Wealth Advisor

Managing Partner of Four Rivers Wealth Management Group
Learn more about Richard La Rose Visit Richard La Rose's website

Leslie R Carpenito

CFP®

Financial Advisor

Managing Partner of Four Rivers Wealth Management Group
Learn more about Leslie R Carpenito Visit Leslie R Carpenito's website

Jonathan Wood

CRPC, CLTC®, APMA

Financial Advisor

Managing Partner of Four Rivers Wealth Management Group
Learn more about Jonathan Wood Visit Jonathan Wood's website

Robert Schinsky

CFP®

Private Wealth Advisor

Managing Partner of Four Rivers Wealth Management Group
Learn more about Robert Schinsky Visit Robert Schinsky's website

Ezra Amiss

CFP®

Financial Advisor

Learn more about Ezra Amiss Visit Ezra Amiss's website

Ed Morel

Financial Advisor

Franchise Owner
Learn more about Ed Morel Visit Ed Morel's website

Justin Martin

Financial Advisor

Business Financial Advisor
Learn more about Justin Martin Visit Justin Martin's website

Kelly M Barnes

CRPC, APMA

Financial Advisor

Learn more about Kelly M Barnes Visit Kelly M Barnes's website

Louis G Frates

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Louis G Frates Visit Louis G Frates's website

Shelly Pellish

CFP®, BFA, APMA, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shelly Pellish Visit Shelly Pellish's website


Our team

Katie C. Clemens

Katie C. Clemens

Client Relationship Manager

Elizabeth T. LaRose

Elizabeth T. LaRose

Practice Manager

Autumn H. Redford

Autumn H. Redford

Marketing Manager

C. Jason Pierce

C. Jason Pierce

Client Service Manager

Rebecca P. Whaley

Rebecca P. Whaley

Financial Planning Analyst

Amy Huff

Amy Huff

Client Service Manager

Rene Newston

Rene Newston

Financial Planning Assistant

Beige Kendrick

Beige Kendrick

Office Manager

Kelly Reilly

Kelly Reilly

Assistant

Joe Lively

Joe Lively

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Edward Morel

Edward Morel

Assistant

Jem L. Gezen

Jem L. Gezen

Administrative Assistant

Jessy Pond

Jessy Pond

Client Service Specialist

Debi Marble

Debi Marble

Client Service Manager

Carter Raymond

Carter Raymond

Client Relationship Manager,

Paraplanner
Anne-Louise Todd

Anne-Louise Todd

Office Manager

Hunter Seay

Hunter Seay

Client Service Specialist

Eva Rennalls

Eva Rennalls

Paraplanner

Qualifications

View more
Heather Heath

Heather Heath

Client Service Coordinator