Team
-
Andrew Tupler
CFP®, MBACERTIFIED FINANCIAL PLANNER™
-
Josh Murray
CFP®CERTIFIED FINANCIAL PLANNER™
-
Ryan Cassidy
Portfolio Management Associate
-
Natalie Verdeflor
MBAClient Relations Specialist
-
Marissa Fazendeiro
Client Relations Specialist
-
Connor Barbella
Financial Planning Analyst
-
David Vickroy
Financial Paraplanner