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Your Team

Michael E Polan CFP®, CLU®, ChFC®

Partner and Private Wealth Advisor

    Kevin M Olson ChFC®, CLU®

    Partner and Private Wealth Advisor

      Carmelo A Barbaro RICP®

      Partner and Private Wealth Advisor

        Christopher J Hemzacek

        Financial Advisor

          Karl Beck CFP®

          Associate Private Wealth Advisor

          Jennifer M Carpenter

          Director of Wealth Management Services

          Cheryl Wheatley

          Marketing and Communications

          Aline Tayourane

          Insurance Operations and Workflow Manager

          Katy Joyce

          Insurance Operations and Workflow Manager

          Lora Corno MBA

          Client Service, Insurance and Investments

          Sally Pawlak

          Client Service and Investment Operations

          Elizabeth Lee Reynolds

          Insurance Operations and Workflow Manager

          Cody R Epperson

          Financial Planning Analyst

          Erin Negrette

          Financial Planning Analyst

          Allison Elizabeth Ruff

          Investment Operations

          Barbara A Trojanowski

          Client Service Associate