Chad J. Mast CFP® MANAGING PARTNER
Timothy J. McKenna Jr. CFP® Managing Partner
Timothy J. McKenna Founder
Bryan G. Laverman CFP® CERTIFIED FINANCIAL PLANNER™
Jeffrey C. Grenchik CFP® CERTIFIED FINANCIAL PLANNER™
Nicholas A. Perazzolo CFP® CERTIFIED FINANCIAL PLANNER™
Rebecca G. Grubb Compliance Manager
Erin M. Schuster Client Relations Manager
Maria D. Peréz Client Relations Assistant
Dean G. Dal Santo Financial Planning Coordinator
Jayson W. Johnson Client Relations Assistant
Sara Perazzolo Director of Marketing