Meet the Team

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

Jeffrey P. Mattonelli,
Financial Advisor

Virag G. Shah,
CFA® Portfolio Strategist

Jimi Bipin Shah,
Portfolio Strategist

Donna L. Gavlick,
Director of Paraplanning Services

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