OUR TEAM
PHOTO SLIDESHOW
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E-BROCHURES
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MANAGEMENT Paul Cresho, President and Managing Partner Patrick Bandelow, Director of Operations & IT
INVESTMENT PRODUCTS Barbara Volz, Senior Vice President Ryan Hengehold, Vice President | PRIMARY WEALTH MANAGEMENT Scott Bunker, Senior Vice President Bob Bongianni, Vice President Michael Lonk, Vice President Frank Provenzano, Vice President
ADMINISTRATION Jeanne Kolb, Executive Assistant Erin Rogers, Executive Assistant Kelita Desroches, Vice President of Research Marta Perez, Finance & Human Resources |