Meet Our Team
From our tenured partners to our newest associates, each member of Fairman Financial brings exceptional knowledge and experience in one or more areas of wealth management. Working together, we are able to consider your finances from every angle.
Leadership
Meet all the members of Fairman Financial, and learn how we can help you.
Roy M. Fairman, CPA/PFS
Managing Partner
Shawn Kindt, CPA/PFS, CFP®
Partner
Marianne Inforzato, CFP®
Partner
Doug Morisoli, CFA, CPA, CFP®
Partner
Lee Profy, JD, LLM
Tax Principal
Margaret McGarrey, CPA
Tax Principal
Ryan Gelrod, CFA
Principal, Director of Portfolio Strategy
Andrew Agar
Tax Consultant
Shana Davis
Family Office Consultant
Damaya Ennis
Client Service Associate
Dawn Eross, CPA
Tax Operations Specialist
Jennifer Fields, CPA
Senior Tax Manager
Susan Fisher, CPA, AEP®
Senior Tax Manager
Kyle French
Wealth Advisor
Nathan Fullmer, CFP®
Wealth Advisor, Investment Operations Specialist
Patrick Gorgonzola, CFP®, CPWA®
Senior Wealth Advisor
Andrew Green, CFP®
Senior Wealth Advisor
Dominic Hesel
Firm Operations Specialist
Charles Kelly
Tax Consultant
Melissa Knowles
Client Service Associate
Jason Kleinschmidt
Wealth Management Analyst
Abigail Lanning
Tax Consultant
Samantha Lavrich
Client Service Associate
Mary Loomis
Family Office Consultant
Hai Luong, EA
Tax Manager
Tricia McGrenra, CPA
Director of Business Development
Matthew Moreno
Tax Manager
Samuel Mullen, CFP®
Wealth Advisor
Paula Murphy, CPA
Controller
Kimberly Pittman, CPA
Senior Tax Manager
Joann Priole
Director of Human Resources
Liz Quigley
Assistant Controller
Taylor Salzman
Business Operations Specialist
McKayla Redden
Tax Consultant
Mary Anne Stinger, CPA
Senior Tax Manager, Family Office Consultant
Matthew Snyder
Wealth Advisor
David Schmidling
Client Service Associate
Denise Summa
Executive Administrative Assistant
Kelley Taylor, CFP®
Senior Wealth Advisor
Holly Vining, CPA
Family Office Consultant
Bradley Walz
Tax Manager
Jessica Weinberg, CPA
Tax Consultant
Beth Young
Tax Operations Specialist
Julia Ziechmann, JD, LLM
Tax Manager
Careers
Looking to become part of a collaborative, dynamic group of trusted advisors creating value for our clients?
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
