Steven Joshua Samuel, JD, MBA, AIF
Chad W. Gutner, CFP®, AIF®
Veronica L. Garzone, MBA
Veronica works with both wealth management and 401(k) 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 is a key member of our advisory team, helping clients accomplish their financial objectives through in-depth financial planning and investment advice. She works with both wealth management and 401(k) clients.
Nancy F. Mann
Director of Client Services
Kevin A. Cotton, CFP®
As member or our advisory team, Kevin works with our clients on all aspects of financial planning and ensures that their needs are met with the highest level of service. He works with both retirement plan and wealth management clients.
Retirement Plan Advisor