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Group: CFP®

Brendan Kenny, CFP®

PARTNER & MANAGING DIRECTOR

Manuel Gonzalez, CFP®

FINANCIAL ADVISOR

Shane Miller, CFP®, CRPS®, CEPA®

PARTNER & MANAGING DIRECTOR

Amanda Salyer, CFP®

PARTNER & FINANCIAL ADVISOR

Joan Greenspon, CFP®

PARTNER & FINANCIAL ADVISOR

John Sayers, CFP®, CRPC®

FINANCIAL ADVISOR

Joanna Cecilia-Fleming, CFP®, CRPC®, RFC®, CBDA℠

PARTNER, FINANCIAL ADVISOR, & MANAGING DIRECTOR

Ed Callahan, CFP®

PARTNER & MANAGING DIRECTOR

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