Financial Consulate Employee Directory

Financial Consulate corporate office is located in 1302 Proline Pl, Gettysburg, Pennsylvania, 17325, United States and has 11-50 employees.

financial consulate inc

financial consulate

the financial consulate inc

financialconsulate

robert c boehner p c

Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Marketing

Legal

Financial Consulate CEO

Michael McCarthyChief Executive Officer

Phone

See Profile

Key Employees of Financial Consulate

Charles Bender
Chief Financial Officer
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Financial Consulate Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Financial Consulate

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Contact Name

Contact Info

Job Title

HQ Location

RB
Robert Boehner
Email Direct
Director, Tax & Accounting
United States , Pennsylvania , Gettysburg

GE
Graham Ewing
Email Direct
Director, Financial Planning Standards
United States , Pennsylvania , Gettysburg

Charles Bender
Email Direct
Chief Financial Officer
United States , Pennsylvania , Gettysburg

MS
Michelle Seda
Email Direct
Director, Operations
United States , Pennsylvania , Gettysburg

CO
Christopher O'Shea
Email Direct
Financial Planner & Chief Investment Officer
United States , Pennsylvania , Gettysburg

JW
Jefferson Will
Email Direct
Portfolio Manager
United States , Pennsylvania , Gettysburg

MW
Max Wamhoff
Email Direct
Financial Planning and Tax Accounting Intern
United States , Pennsylvania , Gettysburg

KC
Krista Cooper
Email Direct
Office Manager and Marketing Coordinator
United States , Pennsylvania , Gettysburg

JC
Jackson Courtney
Email Direct
Wealth Advisor
United States , Pennsylvania , Gettysburg

AS
Alec Sunners
Email Direct
Wealth Advisor
United States , Pennsylvania , Gettysburg

JL
Justin Linthicum
Email Direct
Wealth Advisor & Senior Tax Accountant
United States , Pennsylvania , Gettysburg

RB
Roger Bair
Email Direct
Senior Advisor
United States , Pennsylvania , Gettysburg

PG
Peter Geier
Email Direct
Wealth Advisor
United States , Pennsylvania , Gettysburg

LL
Leo Lavezza
Email Direct
Wealth Advisor
United States , Pennsylvania , Gettysburg

RD
Rachel Dolle
Email Direct
Client Services Specialist
United States , Pennsylvania , Gettysburg

SS
Stephanie Schwarz
Email Direct
Client Services Specialist
United States , Pennsylvania , Gettysburg

MB
Madison Bennett
Email Direct
Wealth Advisor
United States , Pennsylvania , Gettysburg

BM
Buzz Miller
Email Direct
Staff Accountant
United States , Pennsylvania , Gettysburg

AT
Andrew Tignanelli
Email Direct
Founder & Chairman
United States , Pennsylvania , Gettysburg

AK
Anne Kern
Email Direct
Staff Accountant, Certified Intuit QuickBooks ProAdvisor
United States , Pennsylvania , Gettysburg

LK
Leann Klingensmith
Email Direct
Client Services Associate
United States , Pennsylvania , Gettysburg

Michael McCarthy
Email Direct
President & Chief Executive Officer
United States , Pennsylvania , Gettysburg

AA
Alex Albenzi
Email Direct
Compliance Associate
United States , Pennsylvania , Gettysburg

ML
Michelle Latta
Email Direct
Information Client Services Planner
United States , Pennsylvania , Gettysburg

Former Employees at Financial Consulate

Explore people who held key positions, contributed to Financial Consulate's success, and advanced their careers.

Lauren Novak

Financial Consultant at The Legacy Group

Worked as Tax and Financial Planning Intern

at Financial Consulate (2022-2022)

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Derek Karastamatis

Account Manager at Rexel USA

Worked as Director, Information Planning, Client Service...

at Financial Consulate (2013-2017)

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Riley Dopp

Financial Advisor & Wo... at Morgan Stanley

Worked as Financial Planning and Tax Preparation Intern

at Financial Consulate (2018-2018)

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Liquidity Investment &... at Morgan Stanley

Worked as Financial and Tax Planning Intern

at Financial Consulate (2023-2023)

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Chief of Staff at Mamatoto Village

Worked as Public Relations Client Services Specialist

at Financial Consulate (2016-2017)

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Accounting Assistant at Carnegie Endowment for...

Worked as Tax Accounting Intern

at Financial Consulate (2025-2025)

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Frequently Asked Questions Regarding Financial Consulate Employees

How many employees does Financial Consulate have?

Financial Consulate has 11-50 employees

Who is the CEO of Financial Consulate?

Financial Consulate’s CEO is Michael McCarthy

Who is the CFO of Financial Consulate?

Financial Consulate’s CFO is Charles Bender

Who are Financial Consulate key employees?

Some of Financial Consulate key employees are Charles Bender

Where is Financial Consulate located?

Financial Consulate’s headquarters are located at 1302 Proline Pl, Gettysburg, Pennsylvania, 17325, United States

How do I contact Financial Consulate?

Financial Consulate Contact Info: Phone number: (717) 334-1861 Website: www.financialconsulate.com

What does Financial Consulate do?

Financial Consulate is a fee-only financial advisory firm dedicated to helping clients achieve financial freedom and a fulfilling life. They offer a range of services including tax planning, estate planning, investment planning, retirement planning, and risk planning, all tailored to support clients' values and goals. The firm operates under a fidu... Read More

Is Financial Consulate a public company?

Financial Consulate is private company therefore does not currently have an official ticker symbol

See more information about Financial Consulate Employees