Our Support Team
JANE LEONARD
Financial Representative
Jane joined our team in March 2017. Prior to joining our firm, Jane had 28 years of financial services experience, her longest tenures with Vanguard and Securet Trust. Jane joins the team as a Financial Representative and she will be...
JOE LOSTRACCO
Summer Intern
Joe LoStracco was accepted into our summer internship program for 2017. By accepting our internship offer this past May, Joe has signed up for an intensive 12 week program. He will shadow each member of our staff this summer. In...
KRISTIN REESER
Digital Media Coordinator
KELLY SUTTER
Client Experience Manager
Kelly joined our team in August, 2015. She brings almost twenty years of client service experience. Prior to joining our firm Kelly held a leadership position with a customer service center and also worked with a team of financial...
STEPHEN WHALEN
Wealth and Investment Manager
Stephen joined our team in May 2017. He has 23 years of experience working with high net worth and institutional investors. He most recently held employment with The Vanguard Group for over eight years. As Wealth and Investment Manager...
RENEE WOJCIK
Financial Operations and Insurance Manager