Associates

Advisor

• Paul M. Mitchell, CFP^®, RICP^®, CFBS

  Partner, Financial Planner

• Luke R. Chapman, CFP^®, CEPA, BSP

  Partner, Financial Planner

• Matthew M. Stranix, CFP^®, RICP^®

  Partner, Financial Planner

Staff

• Alicia Croce

  Practice Manager

• Michael Saunders, MFP^®

  Investment Specialist

• Timothy O’Rourke

  Advisor Support Specialist

• Andrea McPherson

  Client Service Associate

• Jenna Appleby

  Client Service Associate

• Lisamarie Balco

  Client Service Associate

• Melissa Cebulski

  Client Service Associate

• Alyna Denisi

  Paraplanner

• Eamon Scanlon

  Paraplanner

• Samuel Teigland

  Paraplanner