Our Associates

 
  • Bill Del-Sette

    Bill Del-Sette

    CFP®, President, Lead Relationship Manager

  • Brent Smith

    Brent Smith

    CFP®, Lead Planner

  • Glen Allen

    Glen Allen

    CFP®, Portfolio Manager

  • Barbara Wright<br><br>

    Barbara Wright

    Registered Paraplanner®, Tax Professional

  • Jennifer Zegarelli

    Jennifer Zegarelli

    Executive Assistant, Events Coordinator

  • Sarah Armlin<br><br>

    Sarah Armlin

    Planning Assistant