Our Team’s Mission

Our Mission is to positively impact the lives of all people associated with our firm as a result of their association.

The objectives of our Mission are to:

Positively impact clients’ lives through a disciplined Wealth Management process

Provide superior investment performance through a proven and disciplined investment approach, diligent in-depth analysis, and careful risk management

Serve each client proactively and responsively through a client-centric service model that we would desire if we were the client

Meet the highest level of accuracy and quality in all areas of firm operations

Foster a demanding yet enjoyable work environment that challenges each employee’s potential

Our Mission

Our People Drive Our Purpose

Meet Members of Our Wallington Family

team_Michael_Charles

Michael Charles, CFP®, CPA

Vice President, Senior
Wealth Advisor

team_Jeffrey_Dowden

Jeffrey G. Dowden, CFA®

Executive Vice President,
Senior Wealth Advisor

team_Jenise_Jeffers

Jenise C. Jeffers

Vice President Client Services
& Technical Solutions

team_Susan_Kagiliery

Susan Kagiliery

Senior Client Services
Administrator

team_Dan_Klemkosky

Dan Klemkosky, CFA®, CFP®

Wealth Advisor & Senior
Portfolio Manager

team_Robert_Klemkosky

Robert C. Klemkosky, Ph.D

Chief Investment Strategist

team_Diane_LeRose

Diane LeRose

Executive Assistant

team_Jamie_Miller

Jamie L. Miller

Senior Client Services
Administrator

team_Tanya_Richter

Tanya Richter

Portfolio Accountant

Chris Weiss, CFP®

Wealth Advisor & Senior
Portfolio Manager

Terence P. Weiss, MBA

President & Managing Director,
Senior Wealth Advisor

Team_NIckolas

Nicholas P. Schulz

Client Services Administrator

Team_Sam

Samuel E. Oliphant, CFP®

Research Associate and Support Advisor

Team_Jake

Jacob M. Reynolds

Research Associate and Support Advisor

Our People Drive Our Purpose

Meet Members of Our Wallington Family

team_Michael_Charles

Michael Charles, CFP®, CPA

Vice President, Sr. Wealth Advisor

team_Jeffrey_Dowden

Jeffrey G. Dowden, CFA

Executive Vice President,
Sr. Wealth Advisor

team_Jenise_Jeffers

Jenise C. Jeffers, CFA

Vice President Client Services &
Technical Solutions

Jenise C. Jeffers, CFA

Vice President Client Services &
Technical Solutions

team_Susan_Kagiliery

Susan Kagiliery, CFA

Sr. Client Services Administrator

team_Dan_Klemkosky

Dan Klemkosky, CFA, CFP®

Wealth Advisor & Sr. Portfolio Manager
Technical Solutions

team_Robert_Klemkosky

Robert C. Klemkosky, Ph.D

Chief Investment Strategist

team_Diane_LeRose

Diane LeRose,

Executive Assistant

team_Jamie_Miller

Jamie L. Miller

Sr. Client Services Administrator

Sam Oliphant

Research Associate & Support Advisor

Jacob Reynolds

Research Associate & Support Advisor

team_Tanya_Richter

Tanya Richter

Portfolio Accountant

Cindy Rushton

Finance Manager

Chris Weiss, CFP®

Wealth Advisor & Sr. Portfolio Manager

Emily Weiss, CFP®

Administrative Assistant, Marketing & Wealth Management Services

Marcia A. Weiss,

Compensation & Benefits Manager

Terence P. Weiss,

President & Managing Director,
Sr. Wealth Advisor