Jeffrey Tews
Associate Wealth Advisor
Keith Huber
Managing Partner
Nadia Keric, CFP®
Partner
Steve Cordasco
Regional Vice President
Tom LaMacchio
Sr. Wealth Advisor
Claudia Ona
Sr. Client Services Specialist
Connie Fornberg
Client Service Specialist
Madison Cosgriff
Client Service Specialist
G. Merrick Estes, Jr.
Managing Partner
Gerard P. Levesque
Tax Manager

