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Meet Our Team

Art Blick CFP®, CLU®, ChFC®

Founder, Partner and Private Wealth Advisor

Ron S Lanyi CFP®, CLU®, ChFC®, RICP®, AEP®

Partner and Private Wealth Advisor

Ryan C. Hayward CFP®, ChFC®, RICP®, AEP®, CLU®

Partner and Private Wealth Advisor

Lyn Blandi CFP®, CLU®, ChFC®

Chief Operating Officer and Partner

Christopher B Germani CFP®, CLU®, ChFC®

Partner and Director of Investments

Jean E. Good CFP®, RICP®, WMCP®

Private Wealth Advisor

Joel I Koral CLU®, ChFC®

Private Wealth Advisor

Cynthia A Baker CTFA, CLU®, CASL®, AEP®

Associate Private Wealth Advisor

Ciara Tjong MBA

Associate Private Wealth Advisor

Tyler W Hamran

Associate Private Wealth Advisor

Jessica Kline CFP®, ChFC®

Planning Lead

Melinda S Hanley

Investment Operations Associate

Cary Tralies

Insurance Operations Associate

Lucia De Los Santos

Executive Assistant