Our advisors

Kevin Leonard

CFP®, APMA

Private Wealth Advisor

Private Wealth Advisor
Learn more about Kevin Leonard Visit Kevin Leonard's website

Jennifer Blank

CFP®, APMA

Financial Advisor

Learn more about Jennifer Blank Visit Jennifer Blank's website


Our team

Katherine Gross

Katherine Gross

Operations Leader

Qualifications

  • Series 7
  • Series 63
  • PA State Insurance License
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Divya Nahar

Divya Nahar

Client Service Associate