Our Team

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

    Brian C. Kennedy , AIF ®, 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/ Client Services Manager

  • Porscha D. Savage

    Porscha D. Savage

    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