Our advisors

Our team

Michael J. Makula

Michael J. Makula

Office Manager,

Operations Director

Roles & Responsibilities

  • Making Clients Feel at Home
  • Practice Flow Management
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Kathy Miskey

Kathy Miskey

Administrative Assistant

Roles & Responsibilities

  • Making Clients Feel at Home
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Cathy Pacynski

Cathy Pacynski

Administrative Assistant

Roles & Responsibilities

  • Making Clients Feel at Home
  • Practice Accountant
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Jaclyn Tronolone

Jaclyn Tronolone

Client Concierge,

Client Relationship Specialist

Roles & Responsibilities

  • Making clients feel at home
  • Financial Planning Support
  • Meeting preparation and follow up
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Bonny Ciszak

Bonny Ciszak

Office Manager

Jacqueline Kinal

Jacqueline Kinal

Client Service Specialist