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Our People

Jay L. Heller CPA/PFS

Managing Director

Brian Kohute CFA, CPA/PFS, MST

Managing Director

Daniel McCusker CFP, MBA, AIF

Director

Peter Derby CPA, MT

Director

Heather Tracey

Director

Ken Ambrogi CFA, CFP

Director

Paul Kingston

Director

Djamy Diawara MBA

Client Service & Regulatory Compliance Specialist

Anthony Perhacs MBA

Associate Financial Planner