Customized Service

Your Team

Steve Dunne, PhD, MBA, CFP®
CEO, Co-Founder, Principal Member
Ron Barry, PhD, CFP®
Chief Operations Officer, Chief Financial Officer, Co-Founder, Principal Member
Jim Jones, CFP®
Chief Compliance Officer & Principal Member
Dana Gardner
Financial & Investment Advisor
Steve Silver, CFP®, CDFA, CLU
Financial & Investment Advisor
Rich Steronko
Financial & Investment Advisor
Janie Selby
Operations & Compliance Officer, Financial ParaPlanner Qualified Professional FPQP®
Elizabeth Barry
Advisor Associate
Olu Dada
Advisor Associate, Financial ParaPlanner Qualified Professional FPQP®
Steve Beard
Advisor Associate Intern

Complimentary Financial Health Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Let's chat