harry carroll, AIF®
Partner, Financial Planner
Harry helps individuals, families, and businesses achieve their goals through comprehensive financial planning and wealth management strategies. In his more than 20 years of experience, he’s seen the markets change, the industry transform; and he’s evolved along with these changes. Harry has earned recognition as an Accredited Investment Fiduciary®, and holds his series 7 and 65 securities licenses. A graduate of Rutgers University, New Brunswick, Harry resides in Moorestown, NJ and coaches the high school varsity crew team.
Brent sheppard, CRPS® RICP® AIF®
Partner, Financial Advisor
Brent has earned recognition as a Chartered Retirement Plans Specialist®, Retirement Income Certified Professional®, Accredited Investment Fiduciary® and is a member of the National Association of Plan Advisors. What he is most proud of is seeing his clients, their organizations, and their employees achieving their financial goals. Brent has been named Top 401 Retirement Advisor by the Financial Times. A graduate of the University of Delaware with his 7, 63, and 66 securities licenses, Brent resides in Philadelphia with his wife Carla. He stays active by competing in triathlons and enjoys volunteering with local non-profit organizations.
Adam johnstone, AIF®
A graduate of Towson University in Baltimore, MD, Adam’s primary focus is comprehensive financial planning. He works with clients to devise unique financial plans that incorporate cash flow management, investments, tax strategies, retirement, protection and estate conservation strategies. In addition to Adam’s core focus, he helps service the team’s corporate retirement plan clients. He has earned recognition as an Accredited Investment Fiduciary®, and is currently working toward achieving the Certified Financial Planner (CFP®) designation. He also holds his 7 and 66 securities licenses. Adam resides in Marlton, NJ, volunteers as an assistant soccer coach at Moorestown High School and enjoys spending time with family and friends at the New Jersey shore.