Meet Your Planners
Create confidence in your financial future
Mike DiBacco
Financial Planner
Nathan Gurchak
Associate Financial Planner
Nicholas Ockenga
Financial Planner
Ross James
Head of Financial Planning
Ryan Petti
ParaPlanner
Sarah Stevens
Financial Wellness Educator
Tim Payne
Senior Financial Planner
William Cooper
Senior Financial Wellness Educator, DE&I Advisor
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