Broker Check

MEET OUR TEAM

Leigh Bencsik

Leigh Bencsik, FPQP™

Associate Wealth Planner

Aubrey Figueirido

Aubrey Figueirido, FPQP

Associate Wealth Planner

James Boyle

James Boyle, CFP®

Associate Wealth Planner

Matthew Benedict

Matthew Benedict, FPQPTM

Associate Wealth Planner

Marci Prior

Marci Prior

Client Service Assistant

Sara Alt

Sara Alt

Executive Assistant

Caroline Bruce

Caroline Bruce

Executive Coordinator

Becky Little

Becky Little

Administrative Assistant