financial planner
Jon Zach, CPA®, CFP®
The Team
Jeff Kamien, CPA®
Financial Advisor
Jayce Wallace, CFP®, AIF®
financial planner
Dustin Emerling, CFP®
Financial Planner
Timothy Reed, ChFC
chartered financial consultant
David Lefebre, AIF®
Financial Advisor
Michael Kaminska
Financial Advisor
Scott Uebelhoer
financial advisor
Richard Bisesi, CLU®
Financial Advisor
Tom Ervolina, CFP®
financial planner
Jon Zach, CPA®, CFP®
financial planner
Chrstina Neri
firm administrator
Kelly Platt
Service and Operations Manager
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