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Kenneth Schaefer

Financial professional

Ken began his career in financial planning in 1997, focusing...

Alexandra Scanlan

Client Service Associate

Alexandra Scanlan is a seasoned Registered Client Service Associate with...

Mathew Rough

Financial Professional

Mat has spent his career helping individuals and families navigate...

Daniel Riso, CFP®


Daniel has taken his education in the arena of finance...

Joseph DiMauro


Joe has dedicated the past 15 years working closely with clients...