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Our Team
Robert Walsh
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
Donna M. Tyrrell
Director of Client Services & Office Manager
Marni Feltman
Director of Client Outcomes
Sean M. Lane
Financial Planner
Nancy Walsh
Human Resource Manager
Steven Tyson
Financial Analyst
Oleksandr (Olek) Vetoshko
Financial Analyst
All
2
/
Team
2
Robert Walsh
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
All
6
/
Team 2
6
Donna M. Tyrrell
Director of Client Services & Office Manager
Marni Feltman
Director of Client Outcomes
Sean M. Lane
Financial Planner
Nancy Walsh
Human Resource Manager
Steven Tyson
Financial Analyst
Oleksandr (Olek) Vetoshko
Financial Analyst
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