Our People – Your Team
We Are Dedicated To Simplifying The Pursuit Of Your Goals
- Kurt RossiPresident & Wealth Advisor
MBA, CFP®, CRPC®, AIF® - Leif PettersenWealth Advisor
CRPC®, CDFA® - Deborah NotteClient Services Associate
- Matthew SantarsieroWealth Advisor
CFP® - Caitlin SnyderClient Services Associate
- Daniel LindquistAssociate Wealth Advisor
CFA® - Elisabeth StonakerClient Services Associate
- Courtney DuncanClient Services Associate
