Biographies

 
  • Audrey Averill

    Audrey Averill

    Chief Operating Officer

  • Brian Beasley, MBA LUTCF

    Brian Beasley, MBA LUTCF

    Founding Partner - Financial Planner - Financial Advisor

  • Lou Galletto, Jr. AIF

    Lou Galletto, Jr. AIF

    Director of Wealth Management

  • Jason Goldy, CFP, ChFC, CFBS

    Jason Goldy, CFP, ChFC, CFBS

    Executive Vice President

  • Selena Gray

    Selena Gray

    New Business Manager

  • Mark Horman, CFP

    Mark Horman, CFP

    Founding Partner - Financial Planner - Financial Advisor

  • Amy Macari

    Amy Macari

    Chief Administrative Officer

  • Sandra Meadows

    Sandra Meadows

    Operations Manager

  • Jennifer Morario

    Jennifer Morario

    Executive Assistant

  • Matt Powlowski, CFBS

    Matt Powlowski, CFBS

    Director of Financial Planning

  • Chelsea Smith

    Chelsea Smith

    Director of Marketing