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Associates

• Michael Bock

  Director of Retirement Plan Education & Participant Services

• Brian Carter II

  Lead Client Service Associate

• John Clancy

  Insurance Specialist

• Dan Confreda, CPA

  Investment and Retirement Services Associate

• Joseph Cuozzi

  Partner/Private Wealth & Planning

• Aidan Durney

  Partner/Financial Advisor

• Ryan Ferriter

  Partner/Financial Advisor

• Anna Flynn

  Assistant Director of Marketing & Client Engagement

• Iggy Flynn

  Chief Energy Officer

• Timothy Flynn, CPFA, PPC

  Managing Partner/CEO & Founder

• Christopher Kolba, CFP^®, PhD in Economics

  Partner/Private Wealth & Planning, Senior Portfolio Manager

• Mark Libersher, AIFA^®

  Senior Partner/CIO & COO

• William McCarthy III

  Director of Marketing/Client Relations

• Kevin Myers, CFP^®, CFA, CAIA, EA

  Partner/Private Wealth & Planning

• Ryan Peters, CFP^®

  Partner/Private Wealth & Planning

• James Pigot, CPFA

  Retirement Plan Consultant

• Joseph Pigot, CPFA

  Partner/Director of Retirement Plans & Corporate Services

• Ian Ritchie

  Senior Investment Analyst

• Peter Trulli

  Partner/Private Wealth & Planning

• Julia Vasilakis

  Client Service & Support Associate

• Bosco Walsh

  Partner/Private Wealth & Planning

• Jennifer Walsh

  Executive Assistant/Senior Client Service Associate