Gregory R. Banner, CFP®, CLU®, CRTP
Chief Executive Officer & Senior Financial Adviser
Monica Szakos Cramer, CFP®, CEPA, BFA, CFF®
President & Senior Financial Adviser
Tim Figueroa
Investment Adviser
Patty Stewart
Investment Adviser
Alec Walsh
Wealth Management Assistant
Stas Kuntz
Wealth Management Assistant
Lucy Lukasik
Wealth Management Assistant
