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Team

 
Jason L Smith, CFF, CEP, BPC

Jason L Smith, CEP, BPC

Certified Estate Planner ™

Jeff Warnkin

Jeff Warnkin, CFP, CPA, NSSA

Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor

Bryan Bibbo

Bryan Bibbo, AIF, NSSA

Lead Advisor | Accredited Investment Fiduciary | National Social Security Advisor

Robert LaCivita

Robert LaCivita

Chief Operating Officer

Kelli Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

Chad Weigl

Chad Weigl, CFF

Advisor | Certified Financial Fiduciary

Gary Pelfrey

Gary J. Pelfrey

Advisor | Medicare Specialist

Joseph Voellm

Joseph Voellm, CFF, ChFC, CLU

Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

Linda Biscup

Linda Biscup

Director of First Impressions

Sarah Warnkin

Sarah Warnkin

Client Service Advisor

Michael Cejer

Michael Cejer

Digital Marketing Coordinator | Client Service Advisor

Holly Smith

Holly Smith

Client Service Manager

Matt Seitz

Matt Seitz

Managing Director of Sales & Marketing

Suzanne Scheiman

Suzanne Scheiman

Marketing Manager