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

