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Our Team
Robert Walsh, CPA/PFS CFP®, CRPC®
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
Sean M. Lane
Financial Advisor
Marni J Martinez
Director of Client Outcomes
Steven Tyson, CFP®
Financial Advisor
Oleksandr (Olek) Vetoshko, CFP®
Financial Planner
Sarah Equils
Financial Planner
Jennifer Vaccaro
Client Service Specialist
Amy Glynn, CFA
Financial Planner
Lou Rettino
Financial Advisor
Nancy Walsh
Human Resource Manager
All
2
/
Team
2
Robert Walsh, CPA/PFS CFP®, CRPC®
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
All
9
/
Team 2
9
Sean M. Lane
Financial Advisor
Marni J Martinez
Director of Client Outcomes
Steven Tyson, CFP®
Financial Advisor
Oleksandr (Olek) Vetoshko, CFP®
Financial Planner
Sarah Equils
Financial Planner
Jennifer Vaccaro
Client Service Specialist
Amy Glynn, CFA
Financial Planner
Lou Rettino
Financial Advisor
Nancy Walsh
Human Resource Manager
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