Associates

 
  • Bill Peartree, AIF

    Bill Peartree, AIF

    Principal / Director Retirement Services

  • Kevin Bowler, MSF, AIF, C(k)P

    Client Service Executive

  • Linh DiPippa

    Client Service Executive

  • Ryan Esping, CFA

    Client Executive

  • Roxie Gomez, HIA

    Retirement Analyst

  • Adam Herrera

    Client Manager

  • David Menna

    Retirement Analyst

  • Erik Pflaum, CFP, QPA, AIF

    Senior Client Manager

  • Rick Skelly, AIF

    Rick Skelly, AIF

    Client Service Executive

  • Jeff Stephens, AIF, CLU, ChFC

    Jeff Stephens, AIF, CLU, ChFC

    Client Executive

  • Ryan Stover, CFP, AIFA

    Ryan Stover, CFP, AIFA

    Client Executive

  • Tracy Thomas, AIF

    Client Executive Service