OUR PLANNERS · EXPERTS ON ADVICE

MICHAEL ROGAN

President & Founder

JASON WHITE

Financial Planner

ED FOSS

Chief Compliance Officer & Financial Planner

SHAWN WHITE

Financial Planner

ADAM LUCKE

Financial Planner

DAN HUEHN

Financial Planner

ERIN EMNETT

Financial Planner

BLAKE KENNEDY

Financial Planner

JOE MINUTOLO

Financial Planner

HARRISON MOORE

Financial Planner

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OUR ADMINISTRATORS · EXPERTS ON YOU

KATHY JAYE

Human Resource Director

MICHELE MANZI

Planner Assistant

AMY PARKER

Director of Operations

KAREN KNOWLES

Client Support Associate

VICKI DIANGELUS

Planner Assistant