Who We Are

PARTNERS

Brett Danko, CFP®,
Managing Partner

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Michael Minter, CFP®
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Doug Buchan, CFP®
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Kerrie Debbs, CFP®
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Andrew J. Murphy, MBA
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Jeff Buice, CFP®
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ADVISORS

Jamal L. Mahmood, CFP®
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John J. Malzone, CFP®
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Brian Doe, CFP®
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James Beville III, CFP®
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Marcy Maycock, CFP®
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Thomas Pablo, CFP®
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Nicolas Valdes-Fauli, CFP®
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Mike Bukowski, CFP®
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Jennifer Hushion, CFP®
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Linda Kennedy Pyles, CFP®
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SUPPORT STAFF

Dawn D’Orlando
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Carrie McNeill
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Janet Gomes, MBA
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Terry Dzelzgalvis
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