Associates

• Ana Tomasi

  Client Service Associate

• Beverly Humphrey

  Client Service Associate

• Dane Lezotte

  Summer Intern

• Donald G. Terns

  CERTIFIED FINANCIAL PLANNER®

• Richard Orbain

  Client Service Associate

Independent Wealth Managers

• Walter J. Powrozek, CWS®, AIF®

  President and Co-Founder * Independent Wealth Manager * Senior Portfolio Manager

• Joseph J. Lezotte, CFP®, AIF®

  President and Co-Founder * Independent Wealth Manager * Senior Portfolio Manager