Our Hagerstown Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Bonnie Bailey

CFP®
Advisor Resource Manager

Kelly Effland

CFP®
Associate Wealth Advisor

John Saunders II

Senior Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

Operations

Amy Constable

Operations Manager

Jess Holler

Client Service Manager

Allison Keller

Operations Associate

Reina Sandler

Transformation Manager

Erica Shaw

Director of First Impressions

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Brett Carson

CFA®
Director of Research

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Jake Bleicher

CFA®
Equity Analyst

Brett Carson

CFA®
Director of Research

Jeff Harris

Trading Operations Analyst

Todd Knott

Senior Institutional Trader

Wealth Enhancement Group

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Elizabeth Schanou

JD
Director of Wealth and Estate Planning

Erin Wood

CFP®, CRPC®
Vice President, Wealth Planning