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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

Financial Representative Assistant

Sylvia Klein

Associate Financial Representative