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Company Directory

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

Patrick Battersby

Financial Advisor

Rory McNabb

Financial Advisor

Nathan McKearney

New Client Onboarding Specialist

Gina Paone Cueva

Customer Relations Specialist

Michael Stathopoulos

New Business Representative