Leadership
Leadership
Business Manager
Amber Licari
Special Needs Planner
Andrew Spafford, ChFC®,ChSNC™
Client Service Associate
Daniel Snow
Planning Associate
Hampton Hodge
Dir. Professional Development
Jason R. Goldy, CFP®, ChFC®, CFBS
Dir. Wealth Management
Lou Galletto, Jr., AIF®
Transition & Government Benefit Specialist
Margaret Gaffney
Corporate Retirement Plan Specialist
Neville Fearing, AIF®, CFBS
CEO, Founder
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS