Claudia Drozd

Director Of Support Services

Trey Bongiovanni

Senior Vice President

Ty Bongiovanni

Senior Vice President, Wealth Advisor

Mst Kaitlin Howard

Tax Director

Gary Martin

Cpa, Partner

Joshua Fisher-Parsley

Staff Accountant

Colin Murray

Insurance Professional

Lisa Uguccioni

Client Relationship Manager

David Chapman

Staff Accountant

Gregory Nguyen

Staff Accountant

Kelly Glatt

Staff Accountant

Ryan McGrail

Operations Associate

Theresa Marin

Associate Accountant