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 March

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

Edward Barnes

Financial Advisor & President BLBB Plan Services

Erin Barnes, Administrative Assistant

Erin J. Barnes

Client Service Specialist

Maisha Bell, Portfolio Administrator

Bonnie Bell

Director of Brand Management

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

Shelley D'Imperio

Client Service Specialist

Diana Loukedis Doherty, MA, Manager, BLBB Charitable

Greg Day

Controller

Lisa Driscoll, Senior Account Manager

Lisa Driscoll

Senior Account Manager
Robert Flood, Investment Advisory Representative

Robert Flood

Investment Advisor Representative

Brian Gallagher, CFP, Financial Advisor

Brian P. Gallagher, CFP®

Financial Advisor

Tom Hamel, Director BLBB Plan Services

Thomas Hamel

Director, BLBB 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, CIPM®

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
Jeremy Leads

Jeremy L. Leeds

Paraplanner

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
Nicole G. Tell, Executive Director, BLBB Charitable

Nicole G. Tell

Executive Director, BLBB Charitable

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