KEN

Kenneth W. Van Leeuwen,
CFP® Managing Director/Advisor


JEFF

Jeffrey P. Mattonelli,
Financial Advisor


VIRAG

Virag G. Shah,
CFA® Portfolio Strategist


JIMI

Jimi Bipin Shah,
Portfolio Strategist


DONNA

Donna L. Gavlick,
Director of Paraplanning Services


JUDY

Judy DeFazio,
Director of Administration, Executive Assistant to Kenneth Van Leeuwen


HENNA

Heena Dhruv,
Director of Client Services