Safeguarding Your Wealth. Cultivating Your Legacy. 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 read bio Angela Malik Financial Paraplanner read bio
Safeguarding Your Wealth. Cultivating Your Legacy. 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 read bio Angela Malik Financial Paraplanner read bio
