Associates

 
  • Donald J. Settina, CFP®, AIFA®, PPC™

    President and CEO

  • Cynthia Settina

    CFO, COO, HR Director

  • Christopher T. Cannon, M.S., CFP®, RICP®, AIF®

    Wealth Management Advisor

  • Tyler Cox, AIF®

    Retirement Service Coordinator

  • Tyler Phillips

    Financial Planning Assistant