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Matthew Glatt, CPA, CFP®
CEO and Wealth Advisor
Matthew Glatt, CPA, CFP®
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Claudia Drozd
Director Of Support Services
Trey Bongiovanni
Senior Vice President
Ty Bongiovanni
Senior Vice President, Wealth Advisor
Christina Cessario
Employee Benefits Account Manager
Leah Broadwell
Personal And Commercial Insurance Account Manager
