Paul Oliva
Managing Partner
Mendim Gecaj, CFP®, CPWA®
Principal
Barry Cohen, CPA, CFP®, CIMA®, CPWA®
Sr. Wealth Advisor
Bridger Dawson
Wealth Advisor
Tess Bradshaw
Associate Wealth Advisor
Jesse Mignone
Manager, Client Service
Edward Dunphy
Regional Vice President
Kelly Gaur
Regional Vice President
Marcus Christopher Williams, CFP®, CDFA®
Regional Vice President

