The Presidential Team

Scott Winters
Executive Chairman
Tony Campen
Chief Executive Officer
John Pollock
Executive Vice President
Jason McBride
Senior Vice President
John Avery
Senior Wealth Manager
Lorne Levy
Senior Wealth Manager
Keith Weinman
Vice President
Alexis Herman
Senior Financial Advisor
Ashley Winters
Paraplanner

Operations and Support

Natalie Brush
Human Resources Director
Noreen Murphy
Senior Financial Support Specialist

UPCOMING FINANCIAL PLANNING WORKSHOPS and classes

Social Security & Medicare classES

PACE Center
November 14 or November 16
PARKER

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