Our staff consists of experienced professionals with a “hands on” approach to financial guidance.
Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about helping to make their dreams a reality.
We do everything in our power to help keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to working toward their dreams.
|Rob Tendler, CFP®, CLU||Managing Partneremail@example.com|
|Ken Roberts, CFP®||Managing Partnerfirstname.lastname@example.org|
|Doug Lockwood, CFP®||Partneremail@example.com|
|David Scureman, MBA CFP®||Wealth Strategist||122||David.firstname.lastname@example.org|
|Jon Shippee||Registered Associateemail@example.com|
|Steven Catapano||Chief Operating Officerfirstname.lastname@example.org|
|Maura Mayer||Director of Client Servicesemail@example.com|
|Tina Laczynski||Sales Assistantfirstname.lastname@example.org|
|Lynn Bloxom||Client Services Manageremail@example.com|
|Deborah Hoefling||Client Services Managerfirstname.lastname@example.org|
|Rhonda F. Wainwright||Client Services Coordinator||118||Rhonda.email@example.com|
|Amanda O’Neill||Front Desk Coordinator||110||Amanda.firstname.lastname@example.org|