top of page
Our Team
Your Goals, Our Priority
Wealth Manager
Brenden Leese, CFP®, ABFP™
Associate Wealth Manager
Devin Starr, CFP®, EA
Director of Administration & Compliance
Kathy Biesiadecki
Client Experience Coordinator
Candace Henry
Client Services Associate
Sean Kelly
Chief Investment Consultant
Mario Nardone, CFA
President, Managing Partner
Robert Dunn, CFP®
Chief Planning Officer, Partner
Ryan Vogel, CFP®
Wealth Manager, Partner
Daniel Satz, MS, CFP®
Wealth Manager
Ryan Dunn, CFP®
Read Our Weekly Blog Posts
bottom of page