Our Team

J. Kevin Best, CFP®, AEP®, MS
Planner

Norma J. Recchia
Practice Manager

Doreen J. Haller, CFP®, CRPC®
Planner

Sheryl D. Podgorski
Financial Planner Assistant

Georgette Peterson
Registered Planner Assistant

Todd R. Sloth
Planner

Daniel P. Jeffery, CFP®, CRPC®
Planner

David Skomski
Planner Assistant
 

John R. Skomski
Planner

Deborah A. Toogood
Director of First Impressions