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

View this Firm and Our Planners on Brokercheck

OUR ADMINISTRATORS · EXPERTS ON YOU

KATHY JAYE

Human Resource Director

MICHELE MANZI

Planner Assistant

AMY PARKER

Operations Manager

KAREN KNOWLES

Client Support Associate

VICKI DIANGELUS

Planner Assistant