Our Associates

Please select an associate to view his or her profile:

Advisors

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC, Chairman & CEO

Christopher S. Musuneggi, CPFA®, CFS, RFC, President

Christine Pikutis-Musuneggi, CPFA®, AIF®, CEPA®, CRPC®, CLTC, LACP, Wealth Management Advisor

Ean Livingood, Financial Advisor

Operations & Client Services 

Kerri Sarsfield, FPQP®, Senior Client Service Associate

Trinity Barnes, RFA®, Client Service Associate

Aiden Sarsfield, CPFA®, FPQP®, Client Service Associate

Danielle Rothburn, Client Service Associate

Sammie Kosslow, Client Services Assistant

Affiliated Advisors

Joseph R. Markiewicz