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 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 Partnerfirstname.lastname@example.org|
|Ken Roberts, CFP®||Managing Partneremail@example.com|
|Doug Lockwood, CFP®||Partnerfirstname.lastname@example.org|
|David Scureman, MBA CFP®||Wealth Strategist||122||David.email@example.com|
|Jon Shippee||Registered Associatefirstname.lastname@example.org|
|Steven Catapano||Chief Operating Officeremail@example.com|
|Maura Mayer||Director of Client Servicesfirstname.lastname@example.org|
|Tina Laczynski||Sales Assistantemail@example.com|
|Lynn Bloxom||Client Services Managerfirstname.lastname@example.org|
|Deborah Hoefling||Client Services Manageremail@example.com|
|Rhonda F. Wainwright||Client Services Coordinator||118||Rhonda.firstname.lastname@example.org|
|Amanda O’Neill||Front Desk Coordinator||110||Amanda.email@example.com|