J. Timothy Corle, CPC, CPFA, CFP®
President, Owner
Lauren C. Stuart
Executive Vice President, Owner
Lisa Boyce
Marketing and Communications Specialist
Brett Cole, AIF®, CFP®, RICP®
Financial & Investment Specialist
Anne Praino
Benefits Account Manager
Bernice Shimkonis
Financial Services Associate
Jaclyn Messina
Benefits Specialist
Margaret Collopy
Benefit Account Assistant
Wendy Voloshin
Benefits Account Manager