Our Team

 
  • Eric Susi <br /> LUTCF, CMFC®</h2>

    Eric Susi
    LUTCF, CMFC®

    Managing Partner & Sr. Financial Planner

  • Andy Smith <br /> CRPC®, CMFC®</h2>

    Andy Smith
    CRPC®, CMFC®

    Managing Partner & Sr. Financial Planner

  • Stacie Davis

    Stacie Davis

    Client Relationship Manager