Leadership

Leadership

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