Our Team

Doug Magers

President/Wealth Advisor

Julie Magers

Marketing/Event Coordinator

Andrew Ulrich, CFP ®

Wealth Strategist

Christie Thomas

Office Manager

Nichole Ivancic

Client Assistant

Thomas Cirincione, CFA®

Wealth Advisor/Senior Portfolio Manager

John Damiano

Wealth Advisor

James Collins

Wealth Advisor

Larie Thomas

Client Solutions Manager

Matthew Hamsher

Investment Representative

Aaron Strouse

Investment Representative

Sal D’Angelo

Wealth Advisor

Quin Strouse

Wealth Advisor

Joe Rudnicki

Wealth Advisor

Christopher Newcomb

Wealth Advisor

Nick D'Angelo

Investment Assistant

Michael Fedj

Wealth Advisor