Leadership
Damien J. Paumi, CFP®, AIF® CRPC, CPFA®
Managing Partner and Wealth Management Advisor
Diane DeOliveira, CFP®, AIF®, CRPS®
Managing Partner and Wealth Management Advisor
Stephen Galli, CFP®, CPWA®
Chief Investment Officer and Wealth Management Advisor
William Pretory
Chief Operating Officer & Wealth Management Advisor
Aaron Watson, CPA
Wealth Management Advisor
Berge Avedisian
Wealth Management Advisor
Brendan Gross, CPA, MBA
Tax Partner/Chief Financial Officer
Damien J. Paumi, CFP®, AIF® CRPC, CPFA®
Managing Partner and Wealth Management Advisor
Diane DeOliveira, CFP®, AIF®, CRPS®
Managing Partner and Wealth Management Advisor
Donald P. Kostka, CPA/PFS, CFP®
Partner Emeritus
Douglas Barr, CPA, PFS, CFP®
Wealth Management Advisor
Erwin O. Sprunk
Wealth Management Advisor
Jean-Luc Choiniere
Wealth Management Advisor
Joe Policastro, CPA, CFP®
Tax Manager and Wealth Management Advisor
John R. Taylor, Jr., CPA/PFS, CFP®
Partner Emeritus
Kathryn J. Roberts
Client Services Associate
Luke Watson
Wealth Management Advisor
Lynn McCartney
Staff Accountant
Mary Salas, CPA, PFS
Wealth Management Advisor
Mary Anne Bohlinger, CPA, CFP®
Wealth Management Advisor
Michael Rapach Jr., CPA
Tax Manager
Paul R. Kieschke, CPA
Senior Accountant
Rhina M. Rodriguez
Client Services Associate
Richard D. Byank Jr., CFP®, ChFC®, APMA®, CRPC®
Director of Wealth Management & Planning
Sam A. Saba, E.A.
Partner Emeritus and Tax Consultant
Sandy Cummins
Client Services Associate
Stephen Galli, CFP®, CPWA®
Chief Investment Officer and Wealth Management Advisor
Steven Hynson
Wealth Management Advisor
William Pretory
Chief Operating Officer & Wealth Management Advisor
Zach R. Logan, CPA, MBA
Director of Tax