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
