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Blueprint Team

The Blueprint Financial Group team includes highly credentialed professionals who are experts in wealth and financial planning.

Our shared commitment to serving our clients’ best interests is at the heart of everything we do, fostering a spirit of collaboration and teamwork. Specializing in investment management, risk management, employee benefits, succession planning, and holistic financial planning, our multigenerational team will be there for you now and for years to come.

Financial Advisors

Edward "Ted" Shanahan MBA, RICP®


Danny Lee CFP®, ChFC®

Partner and Wealth Management Advisor

Donald V. Creech MSFS, CFP®, CLU®, RICP®, CLTC®


Alejandro "Alex" Hurtado MSM

Partner and Private Wealth Advisor

Harry L. Thomas Jr.CLU®, ChFC®, CASL®, RICP®


L. William Cropper IIIMSFS, CFP®, ChFC®, RICP®, WMCP®

Private Wealth Advisor

Sam Hargrave CFP®, RICP®

Private Wealth Advisor

Christopher A. Kapsak RICP®, WMCP®, MSFS, CFP®, ChFC®

Private Wealth Advisor

Business Specialists

Nick Hammelman CFP®

Partner and Financial Planning Specialist

Ross Berge CFP®


Jessica Holte CRPS®

Relationship Manager

Mehreen Hasan CRPS®

Retirement Plan Operations Manager

Ray Boland

Financial Representative

Adonis "A.D." Hembrick CFP®, RICP®, ChFC®

Relationship Manager

Ngan Vuong

Operations Assistant

Pat Lawrence Toohers

Relationship Manager

Planning Team

Zeynep "Zee" Orenduff CFP®, RICP®

Associate Private Wealth Advisor

Blake E. Harrington CFP®, RICP®, CLU®, ChFC®

Director of Operations

Tom Feely CFP®, CLU®, ChFC®, RICP®

Financial Planning Specialist

Robert Gray III

Investment Associate

Kathleen Nolan

Client Onboarding Specialist

Carrington C. Dudley CFP®

Financial Planning Specialist

Jana Cechova CLTC®

Director of Insurance Services

Kelly Page Blincoe MBA, RICP®, CLTC®

Insurance Operations Associate

Victoria Curcho

Insurance Operations Associate

Lisa Keener

Marketing and Client Relations Manager

Heather Rennie

Marketing and Client Service Associate

Mary Ann Gries

Client Service Associate

Dianne Joy Bryan

Client Service Representative

Jason P. Yuhase CFP®

Financial Planning Specialist

Kathleen Wilson Tillman MBA, CFP®

Financial Planning Specialist

Christian Alzona

Operations Associate