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Meet the team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Kelsey Peck

Kelsey Peck

Client Service Director

Dan McNulty

Dan McNulty, AIF®

Director of Asset Management

Tasha Coconis, JD

Chief of Controls, Mid-Atlantic Complex

Laura Brown

Laura Brown, MBA

Senior Branch Operations Manager

Monika Battista

Monika Battista, MBA

Marketing Manager