Meet Your Team

^{Partnership at the Heart of Planning}

At Continuum Consulting Group, we believe great planning starts with understanding. Every client’s journey is unique, and our commitment is to listen first — to your goals, values, and vision for the future. We work alongside you to build strategies that fit your life: balancing today’s needs with tomorrow’s opportunities, while managing risk, income, and taxes along the way. Above all, we believe lasting relationships are built on trust — and we strive to earn that trust every day through honesty, service, and care.

Meet the Guides for Your Financial Journey

^{Our team walks beside you to prepare, adapt, and thrive every chapter of life.}

Daniel Koblin

Dan Koblin, CRPC®, AIF®

Founder & Partner

William Wood

William Wood, CFP^®

Founder & Partner

David Teper

David Teper

Partner & Financial Planner

Evan Lavoie

Evan Lavoie, CFP®, CEPA®, CRPC®, RICP®, BFA®

Partner & Financial Planner

Daniel Leo

Daniel Leo, CFP^®

Partner & Financial Planner

S. Luke Yengo

S. Luke Yengo

Partner & Financial Planner

Nathan Truax

Nathan Truax

Financial Planner

Katerina Hencova

Katerina Hencova, CFP^®

Financial Planner

Jonathan Launder

Jonathan Launder, CFP®

Financial Planner & Investment Specialist

Peter McMahon

Peter McMahon, CFP,® CEPA®

Financial Planner

Jerry Schmitt

Jerry Schmitt, CFP®, CRPC®

Financial Planner

Joshua Koblin

Joshua Koblin

Paraplanner

Christine Turner

Christine Turner, CFP®

Financial Planner & Client Service Specialist

Karmen Donnally

Karmen Donnally

Senior Operations & Client Support

Sharon Howard

Sharon Howard

Senior Operations & Client Support

Sheryl Schardt

Sheryl Schardt

Senior Operations & Client Support

Eimi Truax

Eimi Truax

Client Service Specialist

^{Let’s Plan Your Next Step — Together}

Whether you’re considering a new role, preparing for retirement, or navigating another life transition, we’ll help you move forward with confidence.

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