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Our Team
Robert Walsh
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
Sean M. Lane
Financial Planner
Marni J Martinez
Director of Client Outcomes
Steven Tyson
Financial Analyst
Oleksandr (Olek) Vetoshko
Financial Analyst
Sarah Equils
Financial Analyst
Jennifer Vaccaro
Client Service Specialist
Nancy Walsh
Human Resource Manager
All
2
/
Team
2
Robert Walsh
Founder and Shareholder
Brennan Guli, Esq.
Shareholder/Chief Operating Officer/Chief Compliance Officer
All
7
/
Team 2
7
Sean M. Lane
Financial Planner
Marni J Martinez
Director of Client Outcomes
Steven Tyson
Financial Analyst
Oleksandr (Olek) Vetoshko
Financial Analyst
Sarah Equils
Financial Analyst
Jennifer Vaccaro
Client Service Specialist
Nancy Walsh
Human Resource Manager
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