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Meet Our Team
Jim Koliatsis, CFP®
Managing Partner
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Ryan McCain, CFP®
Managing Partner
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Giuseppe Savino
Financial Advisor
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Maria Ursu Roman
, CFP®
Financial Advisor
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Alex Blashewski CPA
Director of Client Relations
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Esther Anca
Director of First Impression
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One of our primary goals is to develop a long-term, trusting relationship with you.
