Our Staff

 
  • Judy Tocco

    Judy Tocco

    CERTIFIED FINANCIAL PLANNER™

  • Jennifer Akins

    Jennifer Akins

    CERTIFIED FINANCIAL PLANNER™

  • Mark Dragoslovich

    Mark Dragoslovich

    CERTIFIED FINANCIAL PLANNER™

  • Barb Felix

    Barb Felix

    Operations Manager

  • Laura Barnard

    Laura Barnard

    LPL Registered Administrative Associate

  • Sandy Fike

    Sandy Fike

    Administrative Associate

  • Jessica Burkey

    Jessica Burkey

    Administrative Associate

  • Kristian Gonzalez

    Kristian Gonzalez

    Client Services Associate