Dahring | Cusmano and Associates

Jatia Huey is a financial advisor at Dahring | Cusmano and Associates with Series 65 credentials and four years of industry experience. Prior to joining Dahring Cusmano in 2022, she worked at Five Brothers Asset Management and Mortgage Contracting Services. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, focusing on a client-driven, asset-allocation centered investment process.

Ann Shadle is a CFP® professional with 24 years of industry experience, currently serving at Dahring | Cusmano and Associates since 2016. Her prior experience includes work with Next Financial Group, Inc. She is also an independent insurance agent affiliated with Dahring | Cusmano. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers comprehensive financial planning alongside discretionary and non-discretionary portfolio management, focusing on asset allocation and tailored investment strategies using mutual funds, ETFs, equities, and other instruments.

Tyler Curley is a financial advisor at Dahring | Cusmano and Associates with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of advisory work, he is also involved in fixed insurance sales. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as a variety of entity clients such as family offices, trusts, and qualified retirement plans. The firm’s investment approach is client-driven and asset-allocation centered, utilizing mutual funds, ETFs, and other securities as appropriate, with specialized retirement-plan services including fiduciary oversight and participant education.

Samuel Fleischer is a Series 65-licensed advisor with Dahring | Cusmano and Associates. He has been with the firm since 2024 and has prior work experience in the retail and hospitality sectors. Dahring | Cusmano and Associates serves individuals, including high-net-worth clients, as well as various entity clients such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, focusing on a client-driven, asset-allocation-centered investment approach.

Angela Cusmano is a financial advisor with Dahring | Cusmano and Associates and holds the Series 63 and Series 65 designations. She has 26 years of industry experience, including prior roles at Next Financial Group Inc and Purshe Kaplan Sterling Investments. Outside of her advisory work, she is an owner of an insurance business providing fixed annuities to clients. Dahring | Cusmano serves individuals, including high-net-worth clients, and various entity clients such as family offices, trusts, and qualified retirement plans. The firm offers comprehensive financial planning and investment advisory services with a client-driven, asset-allocation-centered approach that incorporates mutual funds, ETFs, equities, and annuities as appropriate.

Andrew Jabro is a financial advisor with Dahring | Cusmano and Associates, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes positions at Flexible Plan Investments Ltd and Citizens Bank. Jabro has been with Dahring | Cusmano since 2024 as part of a nine-advisor team. Dahring | Cusmano serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, focusing on a client-driven, asset-allocation-centered investment approach that incorporates mutual funds, ETFs, and other asset classes as appropriate.

Kirk Dahring is a financial advisor with Dahring | Cusmano and Associates and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at NEXT Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as President of The Tawny K. Dahring Foundation, a nonprofit focused on medical research and comfort care. Dahring | Cusmano and Associates serves individual and various entity clients, providing comprehensive financial planning and both discretionary and non-discretionary investment advisory services. The firm’s client-driven, asset-allocation-centered approach includes mutual funds, ETFs, equities, corporate bonds, REITs, and annuities, with specialized services for retirement plan clients such as 3(38) fiduciary support and participant education.

Adam Bressler is a ChFC® credentialed advisor with Dahring | Cusmano and Associates, where he has worked since 2021. He has prior experience in various roles at companies including Door Dash and Target. Dahring | Cusmano and Associates serves individuals, including high-net-worth clients, and a range of entity clients such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm provides comprehensive financial planning and investment advisory services, focusing on a client-driven, asset-allocation approach that incorporates mutual funds, ETFs, equities, and other investment vehicles.

Wendy Simmons is a financial advisor at Dahring | Cusmano and Associates with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Prudential Insurance Company of America, JP Morgan Chase Bank, and ELE Wealth Advisors. Wendy is also a licensed insurance agent, dedicating a minimal portion of her time to this role. Dahring | Cusmano and Associates serves individuals, including high-net-worth clients, and various entity clients such as family offices, trusts, and qualified retirement plans. The firm offers comprehensive financial planning and investment advisory services with a client-driven, asset-allocation centered approach.