David Thorne, CFP®

CEO

Jason Cohen, CFP®

COO

Barb Lecea

Practice Manager

John D. Brown, CFP®

Wealth Advisor

Joseph R. Tranchini, CFA, CFP®

Associate Portfolio Manager

Kenny Kowall

Wealth Advisor

Lauren C. Coverdale, CFP®, MBA

Wealth Advisor

Jessica Miller

Client Service Associate

Vincent Donato, MBA

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