Meet Our Team

>Joseph Malfeo Profile Image

Joseph Malfeo,
CFP® ChFC®

President, Investment Advisor

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Matthew Maiers Profile Image

Matthew Maiers,
CMFC® CFS®

Vice President, Investment Advisor

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Kevin Cochran Profile Image

Kevin Cochran,
MBA

Investment Advisor

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George Nowack Profile Image

George Nowack,
MBA

Investment Advisor

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Vinita Chaudhary Profile Image

Vinita Chaudhary,
MBA, CPA, CA

Tax Advisor

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Dan Conklin Profile Image

Dan Conklin,
CEPA®, AAMS®

Investment Advisor

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Charles Leedy Profile Image

Charles D. Leedy,
CFA, MBA

Investment Advisor

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Michael O'Rourke Profile Image

Michael O'Rourke,
RICP®

Investment Advisor

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Bill Laundon,
AAMS®

Investment Advisor

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Allyson Severyn,
MBA

Client Services Manager

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