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Meet The Team

Robert L. Koscik, MBA

President and Owner

Matt Ringle, MS, CFP®

Managing Partner

Brett Roth, CFP®

VP Private Wealth Manager

Jason Phipps

Managing Partner

Jennifer Cyrus

Director of Operations

Anthony Scassellati

Junior Investment Specialist

Evan Kemp

Junior Investment Specialist

Kelli Helvey

Executive Assistant to Managing Partners