Team

Jake Reardon, AIF^®
CEO & Principal

Bob Protesto, CFP^®, CRPC^®
Financial Advisor

Kelli Lyons-Stevens
Financial Professional

David J. Bruno
Financial Advisor

Christine Beschen, CFP^®, CRPC^®, CLU^®
Financial Advisor

James Bristow
Financial Advisor

Gregory Stosuy
Financial Advisor

Heidi Amoroso
Employee Benefits Specialist

Danielle Reardon
Office Manager - Client Service Specialist

Jeanette Fimmano
Operations Manager - Client Service Specialist

Matt Carmody
Client Service Specialist