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Meet The Team

Orin Green, CFP®, ChFC®
Managing Director, Financial Advisor

Corrine Barroso, CFP®, CDFA, MBA
COO, Financial Advisor

Dean Kernus, CFP®, CPA, AIF®
Financial Advisor

David Suckau, CFA®
Financial Analyst

Traci Fette
Paraplanner

Rachel Tiffer
Client Service Specialist