Partner

Michael A. Riskin

CPA/PFS, CFP®, MST

Vice President
Treasurer
Partner

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Peter C. Golotko

CPA/PFS, MBA

President
Chief Executive Officer
Partner

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Nolen B. Bailey

CFP®, CRPS®, ARPC

Vice President
Director of Retirement Plan Services
Partner

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Anthony M. Corrao

CFP®

Financial Planning Director
PARTNER

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Erica M. Lupercio

BRAND Director
PARTNER

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