Our Team

Doug Magers

President/Wealth Advisor

Julie Magers

Marketing/Event Coordinator

Andrew Ulrich

Wealth Strategist, CFP ®

Christie Thomas

Firm Operations Manager

Nichole Ivancic

Client Assistant

Adam Novak

Research & Trading Assistant

Thomas Cirincione, CFA®

Wealth Advisor/Senior Portfolio Manager

John Damiano

Wealth Advisor

James Collins

Wealth Advisor

Larie Thomas

Client Solutions Manager

Matthew Hamsher

LPL Registered Representative

Aaron Strouse

Investment Representative

Sal D’Angelo

Wealth Advisor

Quin Strouse

Wealth Advisor

Joe Rudnicki

Wealth Advisor