Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

Diana Lormand

FPQP®
Client Service Manager, Principal
Lehigh Valley, PA

Edwin R. Baldrige III

CFP®
Wealth Manager, Principal
Lehigh Valley, PA

Michael Insogna

CFP®, MBA
Wealth Manager, Principal
Lehigh Valley, PA

Caitlin Heery

CFP®
Senior Financial Advisor, Principal
Wayne, PA

Mark Lewis

Director of Facilities, Principal
Asheville, NC

Scott Kittrell

CFP®, CDFA®, FPQP®
Senior Financial Advisor, Principal
Southern Pines, NC

Heidi Clark

Project Manager, Principal
Asheville, NC

Ashley Gragtmans

BFA™, CFP®, CSRIC®
Wealth Manager, Principal
Asheville, NC

Travis Boyer

CFA®, CFP®
Wealth Manager, Principal
Asheville, NC

Harli Palme

CFA®, CFP®
Chief Operating Officer, Principal
Asheville, NC

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