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.

Aaron Combs

CFP®
Wealth Manager, Principal
Charlotte, NC

Dan Crimmins

MBA
Wealth Manager, Principal
Westwood, NJ

Solon Vlasto

CFP®
Wealth Manager, Principal
McLean, VA

Tim Koehl

CFP®, AAMS®
Wealth Manager, Principal
McLean, VA

Laurie A. Vitali

J.D.
Chief People Officer, Principal
Atlanta, GA

Mark Gernerd

M.B.A., J.D., CFP®
Wealth Manager, Principal
Wayne, PA

Thomas Ausfahl

CFP®
Wealth Manager, Principal
New York City, NY

Jeanne Bernardin

CFP®
Wealth Manager, Principal
Boston, MA

Shane Pouliot

CFA®, CFP®
Senior Financial Advisor, Principal
Charlotte, NC

Tina McCullough

FPQP®
Assistant Director of Portfolio Management, Principal
Wayne, PA

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