Get to know our leadership team

Leadership at the West Virginia office is dedicated to doing good for our clients, employees and community.

Photo of Managing Partner Wesley Richardson

Wesley Richardson

Managing Partner

Photo of Managing Director Fredrick Bruni

Fredrick Bruni

CFP®, CLU®

Managing Director

Photo of Managing Director Casey Lang

Casey Lang

MBA

Managing Director

I am a lifetime resident of Waterford, Ohio, and I specialize in comprehensive financial planning for pre-retirees and business owners in the Mid-Ohio Valley. I work with clients to help them create a plan and monitor that plan to ensure that they can enjoy the financial success they have worked so hard to accomplish.
Photo of Wealth Management Advisor Adam Rowh

Adam Rowh

ChFC®, CLU®, QPFC

Wealth Management Advisor

Born and raised in the scenic state of West Virginia, I enjoy time well-spent with my family. I believe everyone has a vision. My mission is to help them achieve clarity around it, and build an actionable plan to achieve it. The best part of my job is working closely with individuals, families and business owners to develop plans that provide a clear path toward their goals.
Photo of Chief Operating Officer Emily Hagan

Emily Hagan

Chief Operating Officer

Photo of Director of Talent Acquisition Taylor Marsh

Taylor Marsh

Director of Talent Acquisition

Photo of Director of Talent Acquisition Lydia Waybright

Lydia Waybright

Director of Talent Acquisition

Photo of Director of Client Experience Skyler Rudy

Skyler Rudy

Director of Client Experience

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