MEET THE TEAM

Marc Stein

Marc A Stein

Managing Director/Owner

Robert F.  Blair, MBA

Robert F. Blair, MBA

Managing Partner

Joseph Praino

Joseph Praino

Wealth Advisor

William  Hyman, MBA

William Hyman, MBA

Wealth Advisor

Kathleen Keegan, CFP ®

Kathleen Keegan, CFP ®

Founder and Director of Financial Planning

Courtney   Dayton

Courtney Dayton

Branch Operations Support

Danielle Neff

Danielle Neff

Client Experience Manager

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.