Robert helps clients in various life stages with their personal financial planning. He takes a holistic approach to planning, with a strong emphasis on retirement…read more
At a glance Craig manages the wealth of many high net worth individual and business clients of the firm. Additionally, he helps advise corporate clients…read more
At a glance Chad manages Dopkins’ retirement plan services group, which focuses on investment management, consulting and fiduciary governance services to corporations and not-for-profit entities….read more