Financial Advisor and Investment Professionals

Each shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.

Every one of our investment and financial advisor professionals brings sweeping expert knowledge and first-hand experience to work on your behalf, every day and with every interaction.

Financial Advisors

ReShelle L. Barrett

ReShelle L. Barrett, CFP^®

Senior Vice President

Peter R. Belcastro, CFP^®

Vice President

John R. Brown III

John R. Brown III, CFP^®

Chairman Emeritus

Kenneth J. Como

Executive Vice President

Kevin J. Corbett

Vice President

Rodney S. Engh

Rodney S. Engh, CFP^®

Vice President

Ward L. Garner

Ward L. Garner, CFP^®

Senior Vice President

Brian Jourdan

Brian Jourdan, CFP^®

Vice President

Michael K. Kauffelt

Michael K. Kauffelt II, CFA

Partner
Co-Chief Investment Officer

Jeffry Marzina

Jeffry Marzina, CFP^®

Executive Vice President

Mia McFadden

Mia Kovacs, CFP^®

Vice President

John Nichols

John Nichols, CFP^®

Vice President

Edward G. Snyder

Edward G. Snyder, CFP^®

Senior Vice President

Alison F. Wertz, CFP^® CLU^®

Executive Vice President

Dan Zippel

Senior Vice President

Portfolio Management

Thomas R. Beilstein

Thomas R. Beilstein, CFA

Co-Chief Investment Officer
Portfolio Manager

Andrew Demosthenous, CFA

Vice President
Portfolio Manager

Tammy M. Vargo

Senior Vice President
Portfolio Manager

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Meet A Few Of Our Associates

Financial Advisor and Investment Professionals

Each shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.

Every one of our investment and financial advisor professionals brings sweeping expert knowledge and first-hand experience to work on your behalf, every day and with every interaction.

Financial Advisors

ReShelle L. Barrett, CFP^®

Peter R. Belcastro, CFP^®

John R. Brown III, CFP^®

Kenneth J. Como

Kevin J. Corbett

Rodney S. Engh, CFP^®

Ward L. Garner, CFP^®

Brian Jourdan, CFP^®

Michael K. Kauffelt II, CFA

Jeffry Marzina, CFP^®

Mia Kovacs, CFP^®

John Nichols, CFP^®

Edward G. Snyder, CFP^®

Alison F. Wertz, CFP^® CLU^®

Dan Zippel

Portfolio Management

Thomas R. Beilstein, CFA

Andrew Demosthenous, CFA

Tammy M. Vargo

The Center for Fiduciary studies owns the AIR^®certification mark.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and Certified Financial Planner™.

At Bill Few Associates, we offer a wide range of financial planning services tailored just for you.

Questions? Give us a call. We are here to help.

Contact us now for a no-obligation consultation.

Meet A Few Of Our Associates

Financial Advisor and Investment Professionals

Each shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.

Every one of our investment and financial advisor professionals brings sweeping expert knowledge and first-hand experience to work on your behalf, every day and with every interaction.

Financial Advisors

Portfolio Management

The Center for Fiduciary studies owns the AIR®certification mark.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™.

At Bill Few Associates, we offer a wide range of financial planning services tailored just for you.

Questions? Give us a call. We are here to help.

Contact us now for a no-obligation consultation.

The Center for Fiduciary studies owns the AIR^®certification mark.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and Certified Financial Planner™.