Guided by a multi-generational team of financial professionals.

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Scott Metzger

Managing Director - Wealth Advisor, PIM Portfolio Manager

Kevin Wolf

Managing Director - Wealth Advisor, PIM Portfolio Manager

Kurt Maurillo, CFP®, SE-AWMA℠, NFLPA®

Managing Director - Wealth Advisor, PIM Portfolio Manager

Christopher Wolf, CFA

Managing Director

Brian Wolf

Vice President - Wealth Advisor

Tony Gottschalk

Vice President - Wealth Advisor

Sherry Lopez, ChFC®, RICP®

Wealth Advisor

Tricia Novello

Senior Registered Client Service Associate

Rebecca Voss

Senior Client Service Associate

Whitney Wolf

Senior Client Service Associate

Makenzie Hauck

Client Service Associate

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