Thomas J. Rogers, CPA, CFP
President, Chief Executive Officer

Anthony L. Gugino, CFP
Executive Vice President and Director

Laurie A. Haelen
Sr. Vice President, Director Investment Services


H. William Welch, CFP
Vice President,  Sr. Financial Planner

Francis L. Ostrom III, CFP
Vice President,  Director of Corporate Accounts

John C. Lawson
Vice President,  Executive Compensation

Francis M. Celona, CPA, CFP
Vice President, Business Owner Services Group

Kathryn L. Shirer, CFP
Vice President, Sr. Financial Planner

H. Jay Watson, CFP
Vice President
, Investment Advisor

Thomas M. McKay, CLU
Director, Risk Solutions

Megan E. Burke, CFP
Financial Planner

Timothy H. Olsen
Financial Planner

Maureen J. DeVoldre
Investment Advisor

David D’Ambrosio
Investment Relationship Manager

Neal Heslor
Financial Analyst

Gregory S. Pilato
Financial Analyst

Lois E. Bush
Registered Paraplanner

Matthew Watson
Planning Department Financial Assistant

Michelle Black
Training and Information Management Specialist

   


 
 
     
                                                                                        

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