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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