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Our Team

Jonathan H. Wilt, CFP<sup>®</sup>, AIF<sup>®</sup>, CLTC<sup>®</sup>

Jonathan H. Wilt, CFP®, AIF®, CLTC®

President & Senior Financial Advisor

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Greg Mikolajczak, AIF<sup>®</sup>

Greg Mikolajczak, AIF®

Vice President & Financial Advisor

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Matt Dansker

Matt Dansker

Financial Advisor

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Susan Leach

Susan Leach

Client Relationship Manager

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Jahnel Mikolajczak

Jahnel Mikolajczak

Sales Assistant

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Andrew W. Wilt, CFP<sup>®

Andrew W. Wilt, CFP®

Financial Advisor

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Carly McCarty

Carly McCarty

Sales Assistant

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Jim Conner

Jim Conner

Financial Advisor

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Julia Frederick

Julia Frederick

Administrative Assistant

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Blaire Abruzzo-Flaherty

Blaire Abruzzo-Flaherty

Sales Assistant

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Ava Pine

Ava Pine

Intern

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Natalie Warrington

Natalie Warrington

Intern

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