Laurie Cappetta

Operations Specialist

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Michael Conway

Michael Conway

President & CEO

Zachary Conway

Zachary Conway

Managing Director

Jonathan Strelec

Jonathan Strelec

Associate Wealth Advisor

Kim Kushel

Kim Kushel

Director of Operations

Ken Kovacs

Ken Kovacs

Director of Client Services

Jake Piasecki

Jake Piasecki

Director of Business Development

Susan Matrisciano

Operations Specialist

Laurie Cappetta

Operations Specialist

Linda Yacus

Operations Specialist

Nancy Chung

Nancy Chung

Client Services Consultant