Associates

• Jeffrey Connolly, CFA®

  Portfolio Manager

• John J. Kosinski

  Founder, CLU®, ChFC®, MSFS

• Joseph J. Kosinski

  CFP®, ChFC®, Senior Wealth Advisor

• Jack F. Kosinski, CFP®

  CFP®, Senior Wealth Advisor

• Mary LaFemina

  Investment Advisor

• Margret Leonard-Loper

  Operations Associate

• Liz Niles

  Administrative Assistant

• Jordan O'Malley

  Operations Associate

• Mark A. Poitras

  CFP®

• Tanya Roth

  Administrative Assistant

• Eileen Tenney

  Administrative Assistant

• Connie Tobin

  Operations Associate

• Ernest L Vorpahl

  CFP®

• Annmarie Zilnicki

  President, Partner