Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

John LaPann

Chairman

Gabriel Decker CFP®, CIMA®

Managing Director

Paul Gloth

Managing Director

Dan Gross

Managing Director

Erik Gulsrud CIMA®

Managing Director

David Kahn

Managing Director

Kelly Maregni CFP®*

Managing Director

John F. Mastal

Managing Director

Janet Mertz CPA, PFS

Managing Director

Mark Peters CFA

Managing Director

Mike Slud CFA, CFP®

Managing Director

Sheila Stinson CFP®, CTFA

Managing Director

Charles A. Walsh III

Managing Director

Devon Bruce

Director

Kelwin Conroy

Director

Dawn Ginnaty CPA

Director

Michael Cafarchia CFP®

Associate Director

Patrick Callaghan CFA, CFP®

Associate Director

Kayly Elmer CFP®*

Associate Director

Brenda Foltz

Associate Director

Thomas Pierce CFP®*

Associate Director

Francois M. Schramek CFA

Associate Director

James Whalen CFP®

Associate Director