The Team

Family Office Wealth Advisors

Our Advisors

Mary Vertner

Mary Vertner

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Women's Financial Strategies

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Our Staff

Peter G. Voisin

Financial Planning Specialist

Chartered Retirement Planning Counselor℠
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Qualifications

  • APMA, CLTC

Dyan Gronczniak

Operations Specialist

Katie McKee

Paraplanner

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Qualifications

  • MBA, CFP®, ChFC®, CLU® CASL®