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Matthew Glatt, CPA, CFP®
CEO and Wealth Advisor
Leah Broadwell
Personal And Commercial Insurance Account Manager
Ty Bongiovanni
Senior Vice President, Wealth Advisor
Claudia Drozd
Director Of Support Services
Trey Bongiovanni
Senior Vice President
+ 1 more
Andrea Bongiovanni
Client Relationship Manager
Lisa Uguccioni
David Chapman
Staff Accountant
Eric Grantz
Insurance Agent
+ 4 more
January, 2022 - present
