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Meet Our Team

Christopher D. Ross, CFP®

Managing Partner |
Senior Wealth Advisor

Perry J. Rose, CFP®

Senior Wealth Advisor | Planning & Investments

Jude R. McDonough, CFP® AIF®

Senior Wealth Advisor |
Institutional Consulting

Michael J. Cordaro, MBA

Senior Wealth Advisor | Planning & Investments

Douglas F. Holcomb

Senior Wealth Advisor | Planning & Investments

Kaley E. Kucharski

Senior Relationship Associate

Susan E. Walsh

Client Associate

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