Meet the Team

Get to know us! We have many years of knowledge and experience in the financial service industries. 

Mark Lurz CFP® MBA

Financial Advisor

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Mark A. Picchi

Financial Advisor

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Kristopher Flammang CRPC®AIF®

Financial Advisor

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Craig Smith CFP® CRPC®

Financial Advisor

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Ann Nordhausen

Client Relations Manager

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Lisa K. Gallagher

Chief Administrative Officer

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Debbie Bectal

Registered Administrative Assistant

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