MEET OUR TEAM

Leigh Bencsik

Leigh Bencsik, FPQP™

Associate Wealth Planner

Aubrey Figueirido

Aubrey Figueirido, FPQP

Wealth Planning Assistant

Andrew Stein

Andrew Stein

Wealth Planning Assistant

Phoebe O'Malley

Phoebe O'Malley

Wealth Planning Assistant

Sean Larkin

Sean Larkin

Wealth Planning Assistant

Juliana Borisow

Juliana Borisow

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