Scott E. Tobe, CAP®
Scott E. Tobe, CAP®Principal & Chief Executive Officer
Learn more about Scott
Marc L. Tannenbaum, CHFC®, CLU®, AIF®
Marc L. Tannenbaum, CHFC®, CLU®, AIF®Principal & President
Learn more about Marc
Aaron A. Leaman, CFA®
Aaron A. Leaman, CFA®Principal & Chief Investment Officer
Learn more about Aaron
Seth C. Dresbold, Esq., MBA, CFP
Seth C. Dresbold, Esq., MBA, CFPPrincipal & Chief Council
Learn more about Seth
Deborah F. Graver, CFP®, CLU®, AIF®
Deborah F. Graver, CFP®, CLU®, AIF®Principal & Senior Advisor
Learn more about Deborah
Michael H. Milarski
Michael H. MilarskiPartner & Senior Advisor
Learn more about Michael
Serina Green, MS
Serina Green, MSDirector of Strategic Growth & Operations
Learn more about Serina
Matthew Pagnotta, MBA
Matthew Pagnotta, MBAAssistant Portfolio Manager
Learn more about Matthew
Lindsay Mirarchi
Lindsay MirarchiLead Client Services Specialist
Learn more about Lindsay
Krystal J. Smallis
Krystal J. SmallisClient Relationship Specialist
Learn more about Krystal
Robin Schmeider
Robin SchmeiderClient Services Specialist
Learn more about Robin

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412-381-1097

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