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About Us

Kevin Mark Regan CFP®

Co-Founder

Justin Peter Santangelo

Co-Founder

Jay Appel CFP®

Associate Wealth Management Advisor and Director of Investments

Katie C Charleus B.S., M.S.

Director of Insurance Operations and Services

Cindy Delva

Marketing and Client Relations Manager

Heidi Wiskur

Associate Financial Representative

Sylvia Klein

Associate Financial Representative

Fernando Arias

Financial Planning Analyst