We are your partner in every sense of the word. Your success is our success.

We are your partner in every sense of the word. Your success is our success.

In an industry where the barrier to entry is surprisingly low, we raise the bar.

Accreditations

14

Fourteen advisors at the firm are CERTIFIED FINANCIAL PLANNER™ (CFP™) professionals.

7

Seven members of our team hold Master’s Degrees.

5

Five team members hold the Chartered Financial Analyst® (CFA®) designation.

3

Three advisors are Certified Public Accountants (CPAs).

3

Three of our advisors hold the Chartered Market Technician® (CMT®) designation.

4

Four team members are JDs.

1

One advisor holds the Accredited Estate Planner® (AEP®) designation.

1

One advisor holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation.

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A dedicated team focused on helping you get the most life out of your wealth

When you work with Blue Chip Partners, you aren’t just working with one person – you’re working with a whole team. Our financial expertise is the bedrock of our practice and your success. Our team members strive to be experts in their craft, exemplified by our numerous professional designations.

Your Blue Chip Partners Team

Your Advisory Team

Robert Steinberg

Founder & CEO

JD, CPA, CFP^®

Daniel Seder

Managing Partner

CMT, CFA, CFP^®

D. Scott Foret

Partner

Senior Financial Advisor

IACCP^®, CEBS, CFP^®

Matthew Mondoux

Partner

Senior Financial Advisor

CMT, CFA, CFP^®

Jonathan Johnson

Senior Financial Advisor

CPA, CFP^®, CMT

Naoko McKelvey

Senior Financial Advisor

CFP^®, AEP^®

Timothy Reaume

Senior Financial Advisor

JD, LLM, CLU, ChFC

Gina DiGirolamo

Financial Advisor

CFP^®

Hayden Kibbey

Financial Advisor

CFP®

Adam Larkin

Financial Advisor

CFP^®

Emily Prater

Financial Advisor

CPA, CFP^®

Anthony Raimondo

Financial Advisor

CFA, CFP®

Julia Shaw

Financial Advisor

CFP®

Deborah VanDam

Financial Advisor

CFP^®

Cody VanderHagen

Financial Advisor

CFP®

Mitchell Kahl

Associate Financial

Advisor

Senior Management & Operational Support

Erin Goss

Chief Operating Officer
CFA^®, CAIA, CIMA^®, CFS^®

Eric Donofrio

Chief Compliance
Officer, JD

Daniel Dusina

Chief Investment Officer

CFA^®

Andrea Oberle

Director of Portfolio Operations

Vince Parrack

Investment Analyst

Antone Lamerato

Operations Manager

Robbin Love

Operations Associate

Nicole Rivera

Senior Portfolio Operations Analyst

Amy McLeod

Executive Assistant

Kira Dukesherer

Marketing Manager

Jenna Wos

Marketing Coordinator

Client Service

Danielle Titus

Director of Client Service

Lynsey Amthor

Client Service Associate

Jennifer Koperski

Client Service Associate

Shannon O’Brien-Watt

Client Service Associate

Hannah Ross

Client Service Associate

Pamela Tassinari

Client Service Associate

Tina Troup

Client Service Associate

Georgia McGovern

Relationship Manager

Blue Chip Estate Planning

Sarah Pangburn

Attorney, JD

Robert Steinberg

Partner, JD, CPA, CFP^®

Mallory Evatz

Administrative Assistant

Blue Chip Tax

Al Mudryk

Director of Tax

Linda Mudryk

Executive Assistant

Sarah Miller

Tax Preparer

Jennifer Koperski

Client Service Associate