Kenneth Osiwala, AIF®

Kenneth Osiwala, AIF®

President and CEO

Pete Wargo, AIF®

Pete Wargo, AIF®

Financial Advisor

Liz Hillebrand

Liz Hillebrand

Operations Manager

Michelle Whitney

Michelle Whitney

Client Service Associate

Kyle Akers, CFP® AIF®

Kyle Akers, CFP® AIF®

Financial Advisor

Kade Messner

Kade Messner

Advisor Associate

Jennifer Kucemba

Jennifer Kucemba

Director of First Impressions

Karen Sievert

Karen Sievert

Chief Operations Officer

Danielle Osiwala

Danielle Osiwala

Client Service Associate

Brandt Messner

Brandt Messner

Financial Assistant

Strategic Partners

Brandon Wagner, Esq.

Brandon Wagner, Esq.

Elder Law, Estate Planning

Rick Dyer

Rick Dyer

Insurance Professional

Bob Sweitzer

Bob Sweitzer

Certified Public Accountant

Beverly Messina

Beverly Messina

Medicare Specialist