Kathy Brown
Scheduling Coordinator
Westyn M. Bodell
Client Account Specialist
Corinn Berken
Senior Client Account Specialist
Larry Becker
Business Operations Manager
Stephanie Rossi, CFP®
Senior Advisor
Patrick D. Moyneur, CFP®
Managing Director – Senior Advisor
Elise Huston, CFP®
Director of Advisory Services – Senior Advisor
John Foster, PPC®
Senior Advisor – Investment Strategist
Michael Bilotta, ChFC®, CASL®, RICP®
Senior Advisor – Investment Strategist
Stacy Biermaier, CFP®
Director of Client Services
