Guided by a multi-generational team of financial professionals.
Ralph Lynch
Managing Director - Wealth Advisor
Robert Bertog, Jr., CFP®
Managing Director - Wealth Advisor
Maureen McPeek
Managing Director - Wealth Advisor
Michael McPeek, Jr.
Wealth Advisor
Tanya Pomeranets
Senior Branch Administrator
Isabel “Izzy” DeStefano
Client Service Associate
Michael Jacoby
Associate Wealth Advisor in Training
