Steven Joshua Samuel, JD, MBA, AIF
Chad W. Gutner, CFP®, AIF®
Veronica L. Garzone, MBA
Veronica works with both wealth management and 401k clients. She values and supports all aspects of the client relationship, providing support and guidance to our clients in order to achieve their financial goals.
Sarah M. Newell, cfP®
Sarah assists our advisory team with helping clients accomplish their financial objectives. She works with both wealth management and 401k clients.
Nancy F. Mann
Director of Client Services
Kevin A. Cotton, CFP®
Kevin supports our advisors with day-to-day financial planning and ensures that all client needs are met with the highest level of service. He works with retirement plan and wealth management clients to help work towards their financial goals.
Retirement Plan Advisor