Financial Advisory Team


Tax Advisory Team


Thomas Quealy

Chief Executive Officer
Financial Advisor

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  Lou Fuoco, CPA,CEPA, CVB

Partner

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Cory Lyon

Chief Operating Officer
Financial Advisor

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  Paul Wieseneck, CPA

Of-Counsel

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Ted Bytnar, CFF

Financial Advisor

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  Victoria Jackson

Director of Client Services

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Michael Bytnar, CFP, ChFc, RICP

Financial Advisor

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  Susan Kaplan

Director of Administration

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