Before we introduce ourselves individually, there is a point we would like to make about the group as a whole. We view what we do as a continuing, consultative process, not a sometime event or the one-time selection of a product. Each of us on the team is collaborative by nature and committed to the long-term wellbeing of our clients.
Investment Strategy Team
Michael Joyce, CFA, CFP
Jack E. Payne, CFA
William A. Pusey, Jr., MBA, JD
Financial Planning Team
Jeffrey Mussatt, CFP®
Jamie Malone, CPA, CFP®
Tom Gates, CFP®
Marilee Falco, CFP®, ChFC®
Lisa DeStein, MBA, CFP®
Van Nguyen
Jennifer Pieson, RP
Sarah Caine, RP
Client Service Team
Cindy Joyce
Candace Lee
Barbara Smith
Debra Paul
Doha Soliman