Biographies

 
  •  Dusty Ladieu, CFP®, AEP, MST

    Dusty Ladieu, CFP®, AEP, MST

    Financial Representative, Financial Planner

  • Mark Uzzell

    Mark Uzzell

    Financial Representative, Financial Planner

  • Lori Choate

    Lori Choate

    Client Relations Manager

  • Diana Bohane

    Diana Bohane

    Client Services Coordinator

  • Herbert K. Daroff, J.D.*, CFP®

    Herbert K. Daroff, J.D.*, CFP®

    Estate & Business Planning
    Financial Services Representative

  • Richard Petrucci, CFP®, CPA*, J.D.*

    Richard Petrucci, CFP®, CPA*, J.D.*

    Estate & Business Planning

  • Jennifer Shea, J,D.*, MBA

    Jennifer Shea, J,D.*, MBA

    Estate & Business PlanningFinancial Services Representative

  • Lori Hutchinson

    Lori Hutchinson

    PFV Onboarding Specialist

  • Abigale Magruder

    Abigale Magruder

    Co-Director of Financial Planning Department