Biographies
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Audrey Averill
Chief Operating Officer
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Brian Beasley, MBA LUTCF
Founding Partner - Financial Planner - Financial Advisor
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Lou Galletto, Jr. AIF
Director of Wealth Management
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Jason Goldy, CFP, ChFC, CFBS
Executive Vice President
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Selena Gray
New Business Manager
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Mark Horman, CFP
Founding Partner - Financial Planner - Financial Advisor
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Amy Macari
Chief Administrative Officer
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Sandra Meadows
Operations Manager
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Jennifer Morario
Executive Assistant
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Matt Powlowski, CFBS
Director of Financial Planning
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Chelsea Smith
Director of Marketing
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