Associates

 
  • Julianne Lepo, CDFA

    Financial Wellness Coordinator

  • Jason J. Weber

    Founder - President

  • Ryan D. Seufert

    Founder- Vice President, LPL Registered Principal

  • Jack McCauley

    Wealth Manager

  • Marty Lougen

    Financial Consultant

  • Ryan Ficorilli, ChFC®

    financial Advisor

  • Jessica Wierzbowski

    Business Operations Manager