Our Team

 
  • Jon C. Mommaerts

    Certified Financial Planner ®

  • Robert E. Mahaney, CFP®, CPA

  • J. Matthew Tuccini

    Certified Financial Planner ®

  • Robert Kea, CFA

    Portfolio Manager

  • Sue A. Perry

    Operations Administrator, Assistant

  • Ryan T. Sullivan

    Trading and Research Assistant

  • Audrey Hrodey

    Assistant

  • Jason Rolling

    Relationship Manager