Jeffrey R. Aron

CFP®, MSFP

SENIOR FINANCIAL ADVISOR

Ann Bodvar

ACCOUNTANT

Dana Campbell

MBA

ACCOUNTANT

Emily Diezemann

MBA

ACCOUNTANT

Diane Fabbo

OFFICE MANAGER

Anne Ford

ADMINISTRATOR

Nick Forgione

CPA, MSA

ACCOUNTANT

Kevin Kenny

SENIOR FINANCIAL ADVISOR

George Liakakis

CPA, MSA

ASSOCIATE PARTNER, ACCOUNTANT

Janice D. McGarry

MANAGER OF WEALTH MANAGEMENT OPERATIONS

Dale Mitchell

CLIENT EXPERIENCE ASSOCIATE

Lois Passemato

BOOKKEEPER

Hanna Quill

CLIENT EXPERIENCE ASSOCIATE

Ann Sachetta

CPA, MSA

ACCOUNTANT

Eric Sachetta

ChFC®, CFP®

ASSOCIATE PARTNER, FINANCIAL ADVISOR

Matthew Stead

MSFP

ASSOCIATE PARTNER, FINANCIAL ADVISOR

Rebecca Stronck

MBA

ACCOUNTANT

Whitney Volz

ADMINISTRATOR