Guided by a multi-generational team of financial professionals.
Rebecca Voss
Senior Client Service Associate
Victor Alonso
Registered Client Service Associate
Lauren Neigh
Senior Client Service Associate
Daniella Cosley
Client Experience Coordinator
Joseph E. Seymour, MBA
Managing Director - Wealth Advisor
Michael Gielarowski, CFP®
Managing Director - Wealth Advisor
Lisa A. Hitchcock
Practice Manager
Cole Seymour
Wealth Advisor
Josh Nieman
Registered Client Service Associate
Ralph Lynch
Managing Director - Wealth Advisor
Maureen McPeek
Managing Director - Wealth Advisor
Robert Bertog, Jr., CFP®
Managing Director - Wealth Advisor
Tanya Pomeranets
Senior Branch Administrator
Michael McPeek, Jr.
Wealth Advisor
Michael Jacoby
Associate Wealth Advisor in Training
Isabel “Izzy” DeStefano
Client Service Associate
