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 | ||||