Chris Baratz

Greg Dukes, MBA

Vice President Client Engagement

Jay Funyak

Financial Advisor

Madeline Glenn

Investment Associate

Mark Kasimirsky

Financial Advisor

Mary Keegan, Esq., IACCP®

Chief Counsel and Chief Compliance Officer

Christopher McMahon,
AWMA®, ChFC®

President and Chief Executive Officer

Victor Onesi

Client Experience Associate

Megan Petruska

Vice President and Chief Operating Officer

Chuck Zuzak

Director of Financial Planning