Family Office Wealth Advisors

Advisors

Mary Vertner

Mary Vertner

Financial Advisor

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Team

Peter G. Voisin

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • APMA, CLTC
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Dyan Gronczniak

Operations Specialist

Katie McKee

Paraplanner

Qualifications

  • MBA, CFP®, ChFC®, CLU® CASL®
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