Wealth Management

Les Vasvari

Les Vasvari, CFA, CMT

Kyle Stawicki, ChFC

Eric Seidman, AIF®

Jeremy Rhen, CFP®

Joseph Piela, CFP®

Jennifer Leong CFP® CIMA®

Marie DeCaprio, CFA®, CFP®

William Connor, CFA, CFP®

Matthew Bernocchi, CFP®

SAX - Advisory, Audit and Accounting