These are the executive members of the Advisory Team who collaborate and work with clients to design investment strategies tailored to meet their financial goals....
Financial Advisory Team
Tax Advisory Team
Thomas Quealy
Chief Executive Officer
Financial Advisor
Lou Fuoco, CPA,CEPA, CVB
Partner
Cory Lyon
Chief Operating Officer
Financial Advisor
Paul Wieseneck, CPA
Of-Counsel
Ted Bytnar, CFF, CIC
Financial Advisor
Susan Kaplan
Director of Administration
