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Our Team
Your Goals, Our Priority
Wealth Manager
Brenden Leese, CFP®, ABFP™
Associate Wealth Advisor
Devin Starr, CFP®, EA
Associate Wealth Advisor
Anthony Schaub, CFP®
Director of Administration & Compliance
Kathy Biesiadecki
President, Managing Partner
Robert Dunn, CFP®
Chief Planning Officer, Partner
Ryan Vogel, CFP®
Wealth Manager, Partner
Daniel Satz, MS, CFP®
Wealth Manager
Ryan Dunn, CFP®
Client Experience Coordinator
Candace Henry
Client Services Associate
Sean Kelly
Chief Investment Consultant
Mario Nardone, CFA
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