Brian Picariello, CPA/PFS, CFA®
Managing Partner
Audrey Baker, CFP®, NSSA®
Wealth Advisor
Jill Fopiano, CFA, CFP®
Partner, Sr. Wealth Advisor
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor
Timothy Pilczak, CFP®, EA, TPCP®
Sr. Wealth Advisor
Austin Minor
Regional Vice President

