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 Kardohely, CFP®, MBA

Para Planner

Jessica Miller

Client Service Associate
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