Our Team
Our Financial Planners
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Andrew N. Leithe, CFP®
Chief Executive Officer & Investment Committee Chairman
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Victor A. Tedesco, CFP®, ChFC, MSFS
Managing Director & Investment Committee Member
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J. Kevin McBride, CFP®
Managing Director & Investment Committee Member
Client Service Group
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Barbara Chrzanowski*
Client Service Associate
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Sharon Nixon*
Client Service Associate
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Sally Valentin*
Client Service Associate & Paraplanner
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Karen Herbert*
Client Service Associate / Bookkeeper