Team

Jake Reardon, AIF^®
CEO & Principal

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

Mike Rochonchou Jr.
Registered Investment Advisor

Kelli Lyons-Stevens
Financial Professional

Patrick Dill
Financial Advisor

Michael Kirwan, REBC^®, ChFC^®, CLU^®, IAR^®
Financial Advisor

James U. Marrero, CFP^®
Financial Advisor

David J. Bruno
Financial Advisor

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

James Bristow
Financial Advisor

Heidi Amoroso
Employee Benefits Specialist

Danielle Reardon
Operations Manager

Brooke Vetter
Client Service Specialist