Associates

• Jeffrey Filone

  Principal and Co-Founder

• Patrick VanRoten

  Principal and Co-Founder

• Matthew Segal

  Senior Vice President
  Financial Planning Analyst

• Derrek Aucone

  Vice President
  Operations Specialist

• Matthew A. Swendiman

  Chief Compliance Officer

• Matthew Graser

  Managing Director

• Chris Broderick

  Registered Client Service Associate