Meet our team

  Learn more about who we are and how we work collaboratively to help you achieve your goals.
 
       
  Investment Professionals Operations  
  William S. Leavitt, JD, CFP® Don Casey, CFA Donna Piecuch Brian Rzyski
  Patrick Lawlor, CFA, CFP® Razi Uddin, CPA Pamela Drella Julie Teresi
  Matthew Harrigan, CMFC    
  Jason Zak