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Our People

John Dobson, CFP®
John Dobson, CFP®

Assistant Vice President

David Edwards, MBA
David Edwards, MBA

Managing Director

Craig Fasano, J.D.
Craig Fasano, J.D.

Managing Director

Samuel Fishelberg, CFP®
Samuel Fishelberg, CFP®

Senior Vice President

Kevin Flaaen
Kevin Flaaen

Vice President

Amanda Fox, MBA, CFP®
Amanda Fox, MBA, CFP®

Senior Vice President

Joshua Frank, CFP®
Joshua Frank, CFP®

Assistant Vice President

Greg Friedman, MS
Greg Friedman, MS

Senior Strategic Advisor

Zachary Gering, CFP®
Zachary Gering, CFP®

Managing Director

Jennifer Giemza, CFP®, CEPA
Jennifer Giemza, CFP®, CEPA

Senior Vice President