Our Team
-
Donald E. Garcia
President & Financial Planner
-
Peggy Taylor
VP, Operations
-
Brent E. Dellinger, MBA, CFA
Investment Specialist
-
John Balster
Financial Planner
-
Grace Carroll
Relationship Manager
-
Sean Connelly
Client Services Specialist
-
Mary Doyle, CPA*
Client services Specialist
-
Wendy Clark-Garcia, JD*
Estate Relationship Manager
Advisor Affiliates
-
Robert F. Miller, CLU, ChFC, CFP, MSFS
Wealth Preservation & Business Succession
-
Thomas G. Moffatt
Pension Specialist
Lincoln Financial Advisors Resources
-
Robert E. Appel, JD*, LLM, MBA
Second VP of National Design, Advanced Planning
-
Timothy Johnson, CFA
Chief Investment Strategist
-
Jon J. Lee, CFP, ChFC
Regional Director of Financial Planning
-
Donna L. Rowan, JD*, LLM, CLU
National Design, Advanced Planning Attorney