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Leadership Team

Marilee Falco, CFP®, ChFC

Principal, Financial Strategist

Financial Planning, Leadership Team

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Michael Joyce, CFA, CFP®

President

Financial Planning, Investment Team, Leadership Team

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Cindy Joyce, CPA

Chief Operating Officer

Leadership Team

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Jamie Malone, CFP®, CPA

Principal, Financial Strategist

Financial Planning, Leadership Team

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Van Nguyen, FPQP™

Principal, Client Services Manager

Client Services, Leadership Team

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Recent Posts

  • Unexpected Costs When Buying a Home
  • Elissa Wurf Earns CFP® Designation
  • Tax Planning:  What Parents Need to Know about Advance Child Tax Credit Payments
  • Real Estate Market — Renting vs. Buying
  • Building a Cohesive Team: New Employee Onboarding

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