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
Our People Drive Our Purpose
Meet Members of Our Wallington Family

Michael Charles, CFP®, CPA
Vice President, Sr. Wealth Advisor

Jeffrey G. Dowden, CFA
Executive Vice President,
Sr. Wealth Advisor

Jenise C. Jeffers, CFA
Vice President Client Services &
Technical Solutions

Jenise C. Jeffers, CFA
Vice President Client Services &
Technical Solutions

Susan Kagiliery, CFA
Sr. Client Services Administrator

Dan Klemkosky, CFA, CFP®
Wealth Advisor & Sr. Portfolio Manager
Technical Solutions

Robert C. Klemkosky, Ph.D
Chief Investment Strategist

Diane LeRose,
Executive Assistant

Jamie L. Miller
Sr. Client Services Administrator

Sam Oliphant
Research Associate & Support Advisor

Jacob Reynolds
Research Associate & Support Advisor

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