Meet The Team Our Team is Your Team Anthony J. Ogorek | Ed.D., CFP® President & Founder read bio Jeffrey Viksjo CFA 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 Evan Grey, CFP® Financial Advisor Associate read bio Sarah Gallo Marketing Coordinator 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 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 Evan Grey, CFP® Financial Advisor Associate read bio Sarah Gallo Marketing Coordinator read bio Joseph Foy Investment Analyst Associate read bio
