Advisors

Mark A. Corrado CPA

Managing Partner

Lisa A. Balsamo CPA

Partner

Jeff Silver

Chief Investment Officer

Barry A. Strobel CPA

Partner

William M. Monahan CPA, PFS, MST, CFP®

Partner

Frank J. Cavuoto CPA

Partner

Herman Lentz

Chief Compliance Officer

Daniel P. Rosaschi CLU CHFC

Director of Business Development

Anthony Marotti CFP®

Financial Advisor

Trevor Hodges

Director of Client Relations