Our advisors

Our team

Cathy Mariani

Cathy Mariani

Business Development Manager

Lars Lambrecht

Lars Lambrecht

Practice Manager

Qualifications

  • CFP®
  • CLU®
  • AMPA®
  • CLTC
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Anita Greska

Anita Greska

Client Relationship Manager

Cindy R. Libbey

Business Development Manager

Gabrielle Tyler

Client Relationship Manager