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Robert H. Weis, CFP®
Founder
Private Wealth Advisor
[email protected]
Richard A. Stanfel, CFP®, AIF®
Director
Private Wealth Advisor
[email protected]
Louise Ozolins, CRPC®, AIF®
Private Wealth Advisor
[email protected]
Lucas Weis, CFP®
Private Wealth Advisor
[email protected]
Anastasia Tashlitsky
Practice Director of Branch Operations
[email protected]
Ryan N. Begley
Senior Client Experience Specialist
[email protected]
Marc R. Lubkeman, CFP®, CRPC®
Founder
Private Wealth Advisor
[email protected]
Patricia Antonelli
Senior Client Service Associate
[email protected]
Dianne Mumenthaler
Senior Client Service Associate
[email protected]