Associates
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Jeffrey T. Bagley
CFP®
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Daniel W. Costa
CPA®, CFP®, CRPC®
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Mark J. Rychel
CFP®
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Richard Mangieri
RFC®
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Daniel J. Ward
CRPC®
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David J. Ward
CRPC®
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Leo R. Scalercio
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Andy R. Schink
CRPC®
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Michael V. Whalen
CFP®
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David Smedley
RICP®
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Daniel Pelczarski
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Heather Belles
Planning Assistant
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Kelli Cerra
Planning Assistant
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Shannon Pitschke
Planning Assistant
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Bryan Byrd
Financial Advisor
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Christine Shipley
Planning Assisant
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Jennifer Smidl
Planning Assistant
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Tracy Weigel
Planning Assistant
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Lawrence Kanselbaum
CPA
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Paul Ruddy
CPA
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Daniel R. Tobin
Esq.