Our advisors

Jack Muscalus

CFP®

Private Wealth Advisor

Learn more about Jack Muscalus Visit Jack Muscalus's website

Anthony Beccone

MBA, CFP®, CPA, APMA

Financial Advisor

Learn more about Anthony Beccone Visit Anthony Beccone's website


Our team

Christy Schmalhofer

Christy Schmalhofer

Client Service Manager

Jennifer Bailey

Jennifer Bailey

Operations Director,

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Christy Werkheiser

Christy Werkheiser

Client Service Manager

Katie Muscalus

Katie Muscalus

Executive Assistant