Our Team

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

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

    Wealth Planning Advisor and President

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

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

    Wealth Planning Advisor and Vice President

  • Robert

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

    Wealth Planning Advisor

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

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

    Wealth Planning Advisor

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

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

    Wealth Planning Advisor

  • Lynette A. Hewitt, FPQP ™

    Lynette A. Hewitt, FPQP ™

    Practice Assistant Manager/ Director of Planning

  • Porscha D. Savage (Williams)

    Porscha D. Savage (Williams)

    Practice Manager

  • Pamela R. Mountz

    Pamela R. Mountz

    Practice Associate

  • Kim A. Kennedy

    Kim A. Kennedy

    Practice Associate

  • Evan M. Shiley

    Evan M. Shiley

    Wealth Planning Associate

  • Andrew Devitt CLTC

    Andrew Devitt CLTC

    Vice President