Team Members Bob Gavlak CFP® Family Man, Partner Meet Bob Shaun Carney CFP® Partner, Wealth Advisor Meet Shaun Nora Lamendola PMP Chief Experience Officer, Wealth Advisor Meet Nora Ryan Mannen Chief Operating Officer Meet Ryan Nic Gookin Chief Investment Officer Meet Nic Dave Marlin CRPC®, APMA® Lead Technical Analyst, Wealth Advisor Meet Dave Tyler Purcell Head of Growth, Wealth Advisor Meet Tyler Adam Fitch Wealth Advisor Meet Adam Tim Power Financial Architect Meet Tim Lexi McDaniel Client Relationship Associate Meet Lexi Lori Ready Head of Client Experience Meet Lori What we can do for you Let’s find out how we can serve you. Speak to an Advisor
