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Our Team

JAMES S. GLADNEY

Founder

JOHN R. BERGMANN, CPA, CFP®

President
248-689-1550
jbergmann@libertywealthadvisors.com

ANNETTE A. VANDERLINDE, MBA, CWS®, AIF®

Chief Client Officer
248-689-1550
avanderlinde@libertywealthadvisors.com

DONALD G. BENNYHOFF, CFA

Chief Investment Officer
248-689-1550
dbennyhoff@libertywealthadvisors.com

R. MICHAEL PARRY, CFP®

Director of Wealth Planning
203-323-6666
mparry@libertywealthadvisors.com

NICOLE C. MILICI

Chief Marketing Officer
248-689-1550
nmilici@libertywealthadvisors.com

KAITLIN M. GLADNEY

Manager of Trading Operations & Marketing
248-689-1550
kgladney@libertywealthadvisors.com

RICHARD P. MEAGHER, CFA, CFP®

Financial Advisor
248-689-1550
rmeagher@libertywealthadvisors.com

JENNIFER C. FLAHERTY, CFP®, CRPC®

Financial Advisor
248-689-1550
jflaherty@libertywealthadvisors.com

STERLING O. HERRMANN, CPFA, CFP®

Financial Advisor
248-689-1550
sherrmann@libertywealthadvisors.com

ASHLEY E.H. SCOTT, CFP®

Financial Advisor
248-689-1550
ascott@libertywealthadvisors.com

DAWN E. CLINGAN

Client Relationship Manager
248-689-1550
dclingan@libertywealthadvisors.com

ANNA STOZEK

Client Relationship Manager
203-323-6666
astozek@libertywealthadvisors.com

LOGAN N. SOLL

Client Relationship Manager
248-689-1550
lsoll@libertywealthadvisors.com

 

 

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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). @2022 - Liberty Wealth Advisors - All Rights Reserved

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Contact Us:

800.448.3550
info@libertywealthadvisors.com

Liberty Wealth Advisors®
418 North Main Street, Suite 220
Royal Oak, MI 48067
248.689.1550

Liberty Wealth Advisors®
707 Summer Street, 4th Floor
Stamford, CT 06901
203.323.6666

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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

© 2023 Liberty Wealth Advisors All rights reserved.