EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Paraplanner

Kate Sutton, FPQP®™

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Senior Paraplanner

Ashley Howard, FPQP®™

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Stephanie Levy, FPQP®™

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Aimee Conley, FPQP®™

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Melissa Babyak

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Yolanda Aponte

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Administrative Assistant / Paraplanner

Lorraine Vorko

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Rory M. Brandon

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Megan Corona, FPQP®

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