Associates

Advisor

• Paul M. Mitchell, CFP®, RICP®, CFBS

  Partner, Financial Planner

• Luke R. Chapman, CFP®, CEPA, CFBS

  Partner, Financial Planner

• Matthew M. Stranix, CFP®, RICP®

  Partner, Financial Planner

Staff

• Conor Lydon, MSF

  Associate

• Michael Saunders, MFP®

  Investment Specialist

• Joshua Scholnick

  New Business Coordinator

• Alicia Croce

  Financial Planning Assistant