Meet The Team Our Team is Your Team Anthony J. Ogorek | Ed.D., CFP® President & Founder read bio Jeffrey Viksjo CFA, CFP® Partner, Portfolio Manager read bio Alicia Cheney Partner, Director of Operations read bio Denise Lipka Client Services Associate read bio Justin Chatelle Financial Advisor Associate read bio Sarah Gallo Marketing Coordinator / Client Services Associate read bio Joseph Foy Investment Analyst Associate read bio
Meet The Team Our Team is Your Team Anthony J. Ogorek | Ed.D., CFP® President & Founder read bio Jeffrey Viksjo CFA, CFP® Partner, Portfolio Manager read bio Alicia Cheney Partner, Director of Operations read bio Denise Lipka Client Services Associate read bio Justin Chatelle Financial Advisor Associate read bio Sarah Gallo Marketing Coordinator / Client Services Associate read bio Joseph Foy Investment Analyst Associate read bio
