Associates

• John Lezotte

  Marketing Associate

• Laura Bunzeluk

  Client Service Associate

• Addie King

  Marketing Associate

Independent Wealth Managers

• Walter J. Powrozek, CWS®, AIF®

  President/CEO and Co-Founder * Independent Wealth Manager

• Joseph J. Lezotte, CFP®, AIF®

  President/CFO and Co-Founder * Independent Wealth Manager