A COLLABORATIVE TEAM to count on

Brian Lampsa, CIMA^®, CWS^®, CEPA^®, AIF^®

Managing Director Private Wealth Advisor

Jef Fitch III, CFP^®, CIMA^®, CPFA^®

First Vice President, Investments

John Dulay, CFA^®, AIF^®

Financial Advisor

Larry Jackson, CFP^®

Senior Financial Planning Consultant

Jim Fitzgibbon, CFP^®, CPFA^®

Client Relationship Consultant

Sherri Kullander, FPQP^®

Registered Practice Coordinator

Penny S. Tipsword

Senior Registered Client Associate

Mark Fabek, CFP^®

Business Development Consultant

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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