Team

Director of
Wealth Management

James F. King, Jr.

CFS^®, CAS^®, CMFC^®, AAMS^®

Director of
Financial Planning

Tony Kelly

CFP^®, CFS^®, CAS^®

Financial Planning
Advisor

A.J. Vignola

CFP^®, CDFA^®, CFS^®, CAS^®

Director of
Insurance

Linda Kubit

CLTC, LTCP

Director of
Estate Planning

Russ Nesevich, Esq.

Director of
Tax Planning

Darrin DeSeno

CPA

Wealth Management
Associate

Christopher J.F. Dodds

CFS^®, CAS^®

Director of
Wealth Management

James F. King, Jr.

Director of
Financial Planning

Tony Kelly

Financial Planning
Advisor

A.J. Vignola

Director of
Insurance

Linda Kubit

Director of
Estate Planning

Russ Nesevich, Esq.

Director of
Tax Planning

Darrin DeSeno

Wealth Management
Associate

Christopher J.F. Dodds

SVP
Marketing

Neal Girandola

Director of
Operations

Joseph Tuminelli

Director of Wealth Management

Director of Financial Planning

Financial Planning Advisor

Director of Insurance

Director of Estate Planning

Director of Tax Planning

Wealth Management Associate

SVP Marketing

Director of Operations

Director of
Wealth Management

Director of
Financial Planning

Financial Planning
Advisor

Director of
Insurance

Director of
Estate Planning

Director of
Tax Planning

Wealth Management
Associate

SVP
Marketing

Director of
Operations