Emma Jones, CFP®, AFC®
Wealth Advisor
Keith Huber
Managing Partner
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Ryan Frankel, CFP®
Principal
Steve Cordasco
Sr. Wealth Advisor
Brett Sperin
Sr. Vice President
Kimberly Maxwell
Client Development Associate
Lillian Patrikios
Sr. Client Service Specialist
Zachary Desjardins
Client Service Specialist
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development

