Associates

• Lee Weinstein, CLU^®, ChFC^®, AEP^®

  Founder, Wealth Management Advisor

• Andrew Klein

  Managing Partner, Wealth Management Advisor

• John Felton

  Financial Analyst

• Jill Kinahan

  Director of Insurance Operations

• Patrick Ruhland, APMA^®

  Investment Specialist

• Meghan Pate

  Investment Service Operations & Client Service

• Ryan Doyle, CPFA

  Director of Investments

• Elizabeth D'Aleo

  Business Consultant