Broker Check

OUR TEAM

James  Guckenberg, JD

James Guckenberg, JD

Senior Estate Planner, Vice President

John Mascarich

John Mascarich

Business Owner Solutions Managing Director, Vice President

Jonathan  Raymon, CTFA, JD

Jonathan Raymon, CTFA, JD

Manager Trust Charitable Solutions, Senior Vice President

Michael Burzynski, CPA

Michael Burzynski, CPA

Senior Tax Strategist, Vice President

Will Hobson, JD

Will Hobson, JD

Senior Trust Strategist, Senior Vice President