Associates

• Lee Weinstein, CLU^®, ChFC^®, AEP^®

  Founder, Wealth Management Advisor

• Andrew Klein

  Principal, Wealth Management Advisor

• John Felton

  Financial Analyst

• Jill Kinahan

  Director of Insurance Operations

• Patrick Ruhland, APMA^®

  Investment Specialist

• Meghan Pate

  Director of Investment Operations & Client Service