OUR TEAM

John Armstrong, III, Financial Advisor, Senior Fixed Income Strategist

John R. Armstrong, III

Financial Advisor, Senior Fixed Income Strategist
Brianna Barnes, Financial Advisor

Brianna Barnes

Financial Advisor
Ed Barnes, President BLBB Plan Services & Financial Advisor

Edward Barnes

Financial Advisor & President BLB&B Plan Services
Erin Barnes, Administrative Assistant

Erin Barnes

Administrative Assistant
Maisha Bell, Portfolio Administrator

Maisha K. Bell

Portfolio Administrator
Greg Billings, CFA, Director of Systems Integration

Greg Billings, CFA

Director of Systems Integration
Laura Brewer, Esq. Principal, Financial Advisor

Laura W. Brewer, Esq.

Principal, Financial Advisor
Laura Brewer, Esq. Principal, Financial Advisor

Christopher F. Brown

Chief Compliance Officer

Diana Loukedis Doherty, MA, Manager, BLBB Charitable

Nicholas G. Bucci, CFP®

Financial Advisor

Diana Loukedis Doherty, MA, Manager, BLBB Charitable

Diana Loukedis Doherty, MA

Manager, BLBB Charitable
Lisa Driscoll, Senior Account Manager

Lisa Driscoll

Senior Account Manager
Robert Flood, Investment Advisory Representative

Robert Flood

Investment Advisory Representative
Brian Gallagher, CFP, Financial Advisor

Brian P. Gallagher, CFP®

Financial Advisor

Tom Hamel, Director BLBB Plan Services

Thomas Hamel

Director, BLB&B Plan Services
Clifford Haugen, CFA, MS, Principal, President, Financial Advisor

Clifford P. Haugen, CFA, MS

Principal, President, Financial Advisor
Alan Hinkle, Grants Advisor, BLBB Charitable

Alan F. Hinkle

Grants Advisor, BLBB Charitable

Douglas Huntley, MBA, CPA, Principal, COO, Financial Advisor

Douglas B. Huntley, MBA, CPA

Principal, COO, Financial Advisor
Cory Jackmuff, MBA, Operations Specialist

Cory S. Jackmuff, MBA

Operations Specialist
Robert Johnson, Jr, CFA, Financial Advisor

Robert C. Johnson, Jr., CFA

Financial Advisor
Dean Karrash, CFP, MBA, CPA, Principal, CFO, Financial Advisor

Dean Karrash, CFP®, MBA, CPA

Principal, CFO, Financial Advisor
John Lawton, Principal, CFO, Financial Advisor

John T. Lawton

Principal, CEO, Financial Advisor
Ada Lubanski, CFP, Financial Planner

Ada Lubanski, CFP®

Financial Planner
Robb Parlanti, CFA, Financial Advisor

Robb J. Parlanti, CFA

Financial Advisor

Christine Reddick, 401(k) account coordinator

Christine Reddick

401(k) Account Coordinator
Elizabeth Whiteside, Administrator

Elizabeth A. Whiteside

Administrator
Margaret Wingerd, Senior Portfolio Administrator

Margaret S. Wingerd

Senior Portfolio Administrator

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500