Associates

 

  • Jeffrey T. Bagley

    CFP®

  • Daniel W. Costa

    CPA®, CFP®, CRPC®

  • Mark J. Rychel

    CFP®

  • Richard Mangieri

    RFC®

  • Daniel J. Ward

    CRPC®

  • David J. Ward

    CRPC®

  • Leo R. Scalercio

  • Andy R. Schink

    CRPC®

  • Michael V. Whalen

    CFP®

  • David Gawne

  • David Smedley

    RICP®

  • Marc Wilkins

  • Daniel Pelczarski

  • Kelli Cerra

    Planning Assistant

  • Heather Parks

    Planning Assistant

  • Heather Sellers

    Planning Assistant

  • Bryan Byrd

    Financial Advisor

  • Christine Shipley

    Planning Assisant

  • Jennifer Smidl

    Planning Assistant

  • Tracy Burns

    Planning Assistant

  • Shannon Pitschke

    Planning Assistant

  • Lawrence Kanselbaum

    CPA

  • Paul Ruddy

    CPA

  • Daniel R. Tobin

    Esq.