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Chris Battersby, CFP®, CLU®, CHFC®, CAP®, MSFS, RICP®
Co-Founder and Partner
Michael Broderick, CFP®, CLU®, CHFC®, CAP®, RICP®
Co-Founder and Partner
Jason C. Vanderstreet
Partner
Duke Martin, CLU®, CFP®
Financial Advisor
Chris Eppich, CLTC®
Financial Advisor
Joanna Antonopoulos, CLU®, CFP®
Financial Advisor
Shaun O’Hare
Associate Financial Advisor
Nathan McKearney
New Client Onboarding Specialist
Gina Paone Cueva
Customer Relations Specialist
Emily Tweedy
Administrative Assistant
Helena Sinai
Office Manager
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