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