Chad J. Mast CFP® CERTIFIED FINANCIAL PLANNER® MANAGING PARTNER
Timothy J. McKenna Jr. CFP® CERTIFIED FINANCIAL PLANNER® Managing Partner
Daniel J. McKenna CFA® Chartered Financial Analyst® Managing Partner
Nicholas A. Perazzolo CFP® CERTIFIED FINANCIAL PLANNER®
Jeffrey C. Grenchik CFP® CERTIFIED FINANCIAL PLANNER®
Bryan G. Laverman CFP® CERTIFIED FINANCIAL PLANNER®
Erin M. Schuster CFP® CERTIFIED FINANCIAL PLANNER® Client Relations Manager
Jayson W. Johnson CFP® CERTIFIED FINANCIAL PLANNER® Client Relationship Manager
Sara M. Perazzolo Director of Marketing
Rebecca G. Grubb Compliance Manager
Melissa Plugge Client Relations Manager
Dean G. Dal Santo Financial Planning Coordinator
Gabriel D. Van Roekel Paraplanner