Meet Our Team
All Members
HR & Accounts
Sales & Marketing
IT Support
Director of Concierge Services
Amber Licari
Special Needs Planner
Andrew Spafford, ChFC®,ChSNC™
CEO, Founder
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS
Planner
Hampton Hodge
Planner
David Cove, CFP
Transition & Government Benefit Specialist
Margaret Gaffney
Business Manager
Daniel Snow
Planning Associate
Kyra Wilson
Planning Associate
Michael Burns
Dir. Wealth Management
Lou Galletto, Jr., AIF®
Business Planning Specialist
Jason R. Goldy, CFP®, ChFC®, CFBS
Corporate Retirement Plan Specialist
Neville Fearing, AIF®, CFBS