Leadership
Leadership
All Members
HR & Accounts
Sales & Marketing
IT Support
Business Manager
Amber Licari
Special Needs Planner
Andrew Spafford, ChFC®,ChSNC™
CEO, Founder
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS
Transition & Government Benefit Specialist
Margaret Gaffney
Planning Associate
Hampton Hodge
Dir. Professional Development
Jason R. Goldy, CFP®, ChFC®, CFBS
Dir. Wealth Management
Lou Galletto, Jr., AIF®
Investment Specialist
Joel Heimbigner
Corporate Retirement Plan Specialist
Neville Fearing, AIF®, CFBS