Brian Picariello, CPA/PFS, CFA®
Managing Partner
Kelly Albert, CFP®
Wealth Advisor
Mike D. Baittinger, CFP®, ChFC®
Sr. Wealth Advisor
Paul C. Barbehenn, CFA®, CFP®
Sr. Wealth Advisor
Jen Montero, FPQP™
Sr. Client Service Specialist
Kevin Dillon, CFP®, CRPC®
Sr. Vice President

