Your Team
Matthew Dupon, CFP®, AIF®, CEPA
CEO, Wealth Manager
Sean A. Montgomery, CFP®
CFO, Wealth Manager
Scott E. Miller, CFP®
Wealth Manager
Tanya L. Constantino
Client Services Manager
Lisa M. Sandfrey
Client Services Manager
Lance M. Hedgpeth
Client Services Manager
Arin Hovanesian, AWMA®, CRPC®
Financial Paraplanner
Leo Wai, FPQP®
Financial Paraplanner
Selina Aguayo
Administrative Assistant