A multigenerational wealth management practice

image of Beth Rosenwald

Beth Rosenwald

Managing Director - Branch Director

Email |
image of Matt Kunkel

Matthew Kunkel, CFP®

Managing Director - Financial Advisor

image of Leksi Kovalerchik

Leksi Kovalerchik, CDFA®, RICP®

Vice President - Financial Advisor

Email |
image of Brennan Dunn

Brennan Dunn, CFP®

Senior Financial Associate

image of Andrew Conn

Andrew Conn, APP

Senior Registered Client Associate

image of Seth Jones

Seth Jones

Branch Service Mgr/Reg Client Assoc


The cast

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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