Our Associates

Please select an associate to view his or her profile:

Partners

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC

Christopher S. Musuneggi, CFS, RFC

Advisors

David L. Holzer

Joseph R. Markiewicz

Katie Martin

Mike O’Shurak

Christine Pikutis-Musuneggi, CRPC®, CLTC, LACP

Anne W. Shuford, CFP®

Jan Weinheimer

Client Services & Communications

Olivia Chambers

Interns

Abigail Frioni