Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Advanced Planning Managing Director
Heather Osborn, CFP®, AAMS®, CExP™, CWA®, CLU®
Director of Wealth Planning, Senior Vice President
Alex Sanzone, CFP®
Manager, Financial Planning
J. Randall McLaughlin, CFA
Managing Director, Portfolio Manager
Maggie Savage, CFA
Senior Vice President, Research Analyst
Max Mann, CFA, CMT
Managing Director, Portfolio Manager
