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
Bryan G. Laverman CFP® CERTIFIED FINANCIAL PLANNER®
Nicholas A. Perazzolo CFP® CERTIFIED FINANCIAL PLANNER®
Jeffrey C. Grenchik 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
Caroline E. Hazelwood Client Relations Assistant
Dean G. Dal Santo Financial Planning Coordinator
Gabriel D. Van Roekel Paraplanner