Your Team

Doug Flynn CFP®, ChFC®
^{CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
Chartered Financial Consultant (ChFC®)}

Founding Partner

Rich Zito CFP®, CMFC®
^{CERTIFIED FINANCIAL PLANNER® Professional (CFP®)
Chartered Mutual Fund Counselor (CMFC®)}

Founding Partner

Ryan Haiss CFP®

^{CERTIFIED FINANCIAL PLANNER® Professional (CFP®)} 

 

 

Steve Aberman ChFC®
^{Chartered Financial Consultant (ChFC®)}

Stefan Gollisz CFP®
^{CERTIFIED FINANCIAL PLANNER® Professional (CFP®)}

Cole Flynn CFP®, APMA®

Director of Strategy Execution

Gary Simel

Financial Advisor

Derrick Stubblefield

Chief Technology Officer, Director of Administration

Robert “Trip” McLane

Trade Desk Operations Manager

Peyton Flynn

Operations Associate

Maria Patino FPQP®
^{Financial Paraplanner Qualified Professional℠ (FPQP®)}

Operations Manager

Sabrina Singh

Client Service Liason

Anthony DiGilio

Trade Desk Operations Associate

Kara Hines

Digital Marketing Consultant

Christian Zito

Part Time Associate

Joacim Carhed

Data Analytics Associate

Joe Amato

Operations Associate

Anne Lambert

Wealth Advisor Emeritus