MEET OUR TEAM

Leigh Bencsik

Leigh Bencsik, FPQP™

Associate Wealth Planner

Aubrey Figueirido

Aubrey Figueirido, FPQP

Senior Wealth Planning Assistant

Phoebe O'Malley

Phoebe O'Malley

Wealth Planning Assistant

Sean Larkin

Sean Larkin

Wealth Planning Assistant

Kelsi Bortz

Kelsi Bortz

Wealth Planning Assistant

Caroline Reep

Caroline Reep

Wealth Planning Assistant

Shayn Horrocks

Shayn Horrocks

Wealth Planning Assistant

Marci Prior

Marci Prior

Client Service Assistant

Nicole Madden

Nicole Madden

Executive Assistant

Rebekah Rineer

Rebekah Rineer

Executive Assistant

Becky Little

Becky Little

Administrative Assistant