Meet Our Team
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Joseph Malfeo, CFP® ChFC®
President , Investment Advisor
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Matthew Maiers, CMFC® CFS®
Vice President , Investment Advisor
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Kevin Cochran, MBA
Investment Advisor
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George Nowack, MBA
Investment Advisor
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Vinita Chaudhary, MBA, CPA, CA
Tax Advisor
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DAN CONKLIN, CEPA®, AAMS®
Investment Advisor
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Charles D. Leedy, CFA, MBA
Investment Advisor
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Michael O'Rourke, RICP®
Investment Advisor
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Allyson Severyn, MBA
Client Services Manager
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Ashwani Arora, MBA, CPA
Tax Advisor