Skip to main content

Meet The Team

Robert L. Koscik, MBA

Founder and Managing Partner

Matt Ringle, MS, CFP®

Managing Partner

Brett Roth, CFP®

VP Private Wealth Manager

Jason Phipps

Managing Partner

Elliott Singer

Investment Advisor

Jennifer Cyrus

Chief Operating Officer (COO)

Evan Kemp

Junior Financial Representative

Anthony Scassellati

Junior Investment Specialist

Will Bachman

Jr. Financial Representative

Griffin Meyer

Junior Financial Representative Intern

Dana Klepacz

Executive Assistant to Managing Partners Matt Ringle and Jason Phipps

Business Partners

Lifetime Financial

Orange Financial