Our Team
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Larry Steckler, MsBA, CFP®
Financial Planner
President, Chief Executive Officer -
Michelle Lin, MsBA, CFP®
Client Services Manager
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Scott Nabb, CFP®
Client Services Manager
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Timothy O'Connell, CFP®, EA
Advisor
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Tyler Goglia
Client Service Manager Associate
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John Velazquez
Client Service Manager Associate
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Bhavana Kansal
Operations Associate