Our Team

  • Brian C. Kennedy , AIF ®, ChFC ®, CRPC®, CMFC ®, CLTC, LUTCF

    Wealth Planning Advisor and President

  • Vincent J. Catalano AIF ®, CRPC ®, CLTC

    Wealth Planning Advisor and Vice President

  • Robert "Bob" P. Yockin, AIF ®, CRPC ®, LUTCF, CLTC

    Wealth Planning Advisor

  • Stephen E. Myers, Sr. AIF ®, CRPC® ,CLTC

    Wealth Planning Advisor

  • Dylan T. Warfield, AIF ®, CLTC, FPQP ™

    Wealth Planning Associate /Insurance Representative

  • Lynette A. Hewitt, FPQP ™

    Practice Assistant Manager/ Client Services Manager

  • Porscha D. Williams

    Practice Manager

  • Pamela R. Mountz

    Practice Associate

  • Kim Kennedy

    Practice Associate

  • Andrew Devitt CLTC

    Vice President