Associates

 
  • Brad Daniels

    Brad Daniels

    Senior Portfolio Manager & Senior Investment Consultant

  • Anthony C.  Rosso

    Anthony C. Rosso

    CEO, Principal

  • Leslie K. Curran

    Leslie K. Curran

    Senior Investment Advisor

  • Sean T. Keating

    Sean T. Keating

    Certified Financial Planner

  • Brian C. Laux

    Brian C. Laux

    Senior Wealth Management Consultant

  • Mike Sullivan

    Mike Sullivan

  • Andy Yost

    Andy Yost

    Senior Investment Advisor

  • Dorothea D. Zando

    Dorothea D. Zando

    Senior Wealth Management Consultant