Partners
Directors
Anthony Fanara
Director of Business Development for Public Employees
Joshua Mondschein, C(k)P®
Director of Workforce Solutions | Employee Benefits
Advisors
Alexander Salton, CFP®, CRPS®
Vice President, Lead Retirement Plan Advisor
James Barrett, CAS®, CFS®, CF2®
Vice President - Financial Advisor
Jennifer Aimone-Seiler, CFP®, MBA, AIF®
Vice President, Wealth Advisor
Karie OConnor, CIMA®, AIFA®, AIF®, CPFA®, QKA®, NQPA®
Retirement Plan Advisor, Wealth Advisor
Matthew Levens
Vice President, Financial Advisor Union, Public, and Civil Services
Ryan Goudie, CFP®, CRPS®, CPFA®
Vice President, Lead Retirement Plan Advisor
Stuart Simchowitz , AIF®, C(k)P®, PRP
Vice President, Business Development
