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Jay L. Heller, CPA, PFS
Managing Director
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Brian Kohute CPA, CFS, MST
Managing Director
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Daniel McCusker, Jr. CFP®, MBA, AIF®
Director
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Paul Kingston
Director
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Peter Derby, CPA
Director
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Heather Tracey
Director of Client Service
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Ken Ambrogi, CFA
Wealth Manager
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Djamy Diawara
Client Service Associate
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