OUR TEAM

Leadership

Michael_Callahan

Michael J. Callahan

CPA, CFP®, MST

CHIEF EXECUTIVE OFFICER, FOUNDING MEMBER

Stephen_Ahern

Stephen P. Ahern

CPA/PFS, CFP®, AEP®, MST

PRESIDENT, FOUNDING MEMBER

Joseph_Sachetta

Joseph Sachetta

CFP®, CPA/PFS, MBA, MST

DIRECTOR, FOUNDING MEMBER

Stephen_Sachetta

Stephen Sachetta

CPA, MST

DIRECTOR, FOUNDING MEMBER

Our Team

Jeffrey_Aron

Jeffrey R. Aron

CFP®, MSFP

SENIOR FINANCIAL ADVISOR

Ann_Bodvar

Ann Bodvar

ACCOUNTANT

Dana_Campbell

Dana Campbell

MBA

ACCOUNTANT

Emily_Diezemann

Emily Diezemann

MBA

ACCOUNTANT

Diane_Fabbo

Diane Fabbo

OFFICE MANAGER

Anne_Ford

Anne Ford

ADMINISTRATOR

Nicholas_Forgione-1

Nick Forgione

CPA, MSA

ACCOUNTANT

Kevin_Kenny_Sachetta

Kevin Kenny

SENIOR FINANCIAL ADVISOR

George_Liakakis

George Liakakis

CPA, MSA

ASSOCIATE PARTNER, ACCOUNTANT

Janice_McGarry

Janice D. McGarry

MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale_Mitchell

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Hanna_Quill-1

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE

Ann_Sachetta

Ann Sachetta

CPA, MSA

ACCOUNTANT

Eric_Sachetta

Eric Sachetta

ChFC®, CFP®

ASSOCIATE PARTNER, FINANCIAL ADVISOR

Matthew_Stead

Matthew Stead

MSFP

ASSOCIATE PARTNER, FINANCIAL ADVISOR

Rebecca_Stronck

Rebecca Stronck

MBA

ACCOUNTANT

Whitney_Volz

Whitney Volz

ADMINISTRATOR