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Our Team
Larry Rosenberg
CPA
Wealth Advisor, Managing Partner
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Mark Lebovitz
CFA®
Wealth Advisor, Managing Partner
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Jay Boger
J.D.
Wealth Advisor, Partner
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Cara Gardner
CFP®
Wealth Advisor, Partner
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Bill Monteith
Wealth Advisor
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Joe Skornicka
CFA®
Wealth Advisor
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Tedd LaPorte
Wealth Advisor
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Erin Elowe
Practice Manager
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Jessica Strong
Practice Manager
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Ida Houghton
Branch Operations Associate
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