Org chart
Matthew Glatt, CPA, CFP®
CEO and Wealth Advisor
Matthew Glatt, CPA, CFP®
Collapse
Claudia Drozd
Director Of Support Services
Trey Bongiovanni
Senior Vice President
Ty Bongiovanni
Senior Vice President, Wealth Advisor
Leah Broadwell
Personal And Commercial Insurance Account Manager
Colin Murray
Insurance Professional
