Dominic Colletti, CFP®
Regional Vice President
Ed Lettieri
Regional Vice President
Edward Dunphy
Regional Vice President
Ellie Johnson
Client Development Associate
Eric Sirjord
Regional Vice President
Garret Ring
Regional Vice President
Geoff Nelson, MBA, CFP®
Regional Vice President
George Bruneau
Regional Vice President
Jackie Steczkowski
Regional Sales Associate
James Kennedy
Client Development Associate
John Mazzei, CFP®
Regional Vice President
John Walker
Regional Vice President
Jonathan Wilson, CFP®, EA
Sr. Wealth Advisor
Jordan Holland
Regional Vice President
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Kelly Gaur
Regional Vice President
Kent Thomson
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Regional Vice President
Kevin Meyersburg
Regional Vice President
Leah Manderson
Regional Vice President

