Meet Our Team

 
  • Joseph Malfeo, CFP® ChFC®

    President , Investment Advisor

  • Matthew Maiers, CMFC® CFS®

    Vice President , Investment Advisor

  • George Nowack, MBA

    Investment Advisor

  • Kevin Cochran, MBA

    Investment Advisor

  • Vinita Chaudhary, CPA, CA, MBA

    Tax Advisor

  • Ashley Maiers

    Client Services Manager