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Christopher Burgos, CFP®, ChFC®, CFS, AIF®
President & CEO
Christopher Burgos, CFP®, ChFC®, CFS, AIF®
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Chrissie Czerwonka
Director of Marketing
C Neil Stalter, CFP®, ChFC®, RICP®, CBEC®
Associate Partner/Wealth Manager
Тетяна Года
Manager
Hardik Shah CFP® ChFC® CPFA
Senior Partner / Wealth Manager
Jeff Simpson, CLU,ChFC
Senior Associate | Wealth Manager at Diamond State Financial Group
Josh Shaver, CFP®, ChFC®, RICP®, CBEC®
Managing Partner | Wealth Manager
Stephanie Patterson
Director of Recruiting
Deborah A. Sniadowski
Director of Compliance & Operations
