David Petoskey, RFC, AIF President view profile Jennifer Merian Chief Operations Officer/Integrator view profile Kathryn Petoskey Director of Finance & Human Resources view profile David Kaiser, AIF Director of Retirement Planning view profile Keele Rehbine 401(k) Operations Manager view profile Timothy P. Lata, CLU, ChFC Financial Advisor view profile Steve Privette, CFP® Financial Planner view profile Lindsey Coleman Director of Operations view profile Julie Keating, AWMA® Financial Plan Administrator view profile Mitchell Sehi Planning Associate view profile Autumn Debusscher Client Service Associate view profile Sarah Mikho Director of First Impressions view profile
