Our Team
-
Neal M. Dietz
Managing Director
&
Chief Investment Officer -
Edward M. Lynch, Jr., AIFA®
Co-Founder & CEO
-
Brian M. Sullivan, MS.
LPL Investment Advisor Representative
&
CERTIFIED FINANCIAL PLANNER™
Managing Director
&
Chief Investment Officer
Co-Founder & CEO
LPL Investment Advisor Representative
&
CERTIFIED FINANCIAL PLANNER™