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Our Team

A trusted partnership defined by our relentless focus on what matters
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Our Promise

Each member of the Brandywine Oak Private Wealth team is passionate about our work and committed to excellence in everything we do.

We work collectively for our families, nurturing a culture defined by a strong work ethic and earned respect. We have a genuine interest in empowering our private clients with education on how to optimize the value of their wealth.

Michael Henley, CFP®, CPWA®, CRPC®, RMA®

Founder & Chief Executive Officer (CEO) | Private Wealth Advisor

Alison Brooks, CFP®, CRPC®

Co-Founder & Co-Chief Executive Officer (Co-CEO) | Private Wealth Advisor

Steve Maconi, CRPC®

Founding Partner & Chairman | Private Wealth Manager

Tracy McGuire, CFP®, CRPC®, MBA

Founding Partner | Private Wealth Manager

Mark Jackson, CFP®, CRPC®

Founding Partner | Private Wealth Advisor

Lisa Quadrini, CFP®, MBA

Partner | Private Wealth Manager

Chris Smith, CPA

Director of Tax | Founding Tax Partner

Peter Kim, CFA®

Director of Investments | Private Wealth Manager

Brittany Kalsky, CFP®, CRPC®, MBA

Chief Compliance Officer (CCO) | Private Wealth Manager

David Clark, CRPC®

Private Wealth Relationship Manager

Katie Davis, CRPC®

Senior Private Wealth Associate

Lacie Doubet

Private Wealth Associate
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