Broker Check

MEET OUR TEAM

Leigh Bencsik

Leigh Bencsik, FPQP™

Associate Wealth Planner

Aubrey Figueirido

Aubrey Figueirido, FPQP

Wealth Planning Assistant

James Boyle

James Boyle, CFP®

Wealth Planning Assistant

Matthew Benedict

Matthew Benedict, FPQPTM

Wealth Planning Assistant

Andrew Stein

Andrew Stein

Wealth Planning Assistant

Marci Prior

Marci Prior

Client Service Assistant

Penny Carbaugh

Penny Carbaugh

Executive Assistant

Caroline Bruce

Caroline Bruce

Executive Coordinator

Becky Little

Becky Little

Administrative Assistant