image of Paul Beck

Paul Beck

Senior Vice President - Financial Advisor, Senior Consulting Group

Email |
image of Nick Lennon

Nick Lennon, CFP®

First Vice President - Financial Advisor, Consulting Group

Email | |
Image of Cathy Gueli

Cathy Gueli, CFP®, CPFA®, MBA

Financial Advisor

Email |
image of Patty Kwiatkowski

Patricia Kwiatkowski

Senior Investment Associate


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields