
Matt Cook, CFP®, AEP®
Managing Director

Alice McDermott, CFP®
Wealth Advisor

David Ventura, CFP®, EA
Wealth Advisor

Jeff Katz
Regional Vice President

Susy Gibo
Sr. Regional Client Development Associate

Brittany Doyle
Director, Client Service

Krista-Arlene Palakiko
Sr. Client Service Specialist

Paul Seidman, CFP®, CRPC®
Sr. Vice President