Broker Check

Meet the Team

Strategies aren’t one size fits all, which is why every client gets our undivided attention - from planning to execution to follow-up. Our team takes a proactive approach in helping develop a strategy to address your specific financial goals. We feel a commitment to our community and want to help you better prepare for the future. 

Anthony Kulka

A. Grey Kulka

Chief Investment Officer

Matthew Schiller

Matthew Schiller

Wealth Manager

Tiffany Boval

Tiffany Boval

Wealth Manager

Ranjan Jagetia

Ranjan Jagetia

Wealth Manager

Roger E.  Godin

Roger E. Godin

Relationship Manager, Director of Financial Planning

Alexandra Untied

Alexandra Untied

Marketing Director

Maura Mueller

Client Service Associate

Elice Ottrix

Elice Ottrix

Executive Assistant to Ranjan Jagetia

Sarah Orth

Sarah Orth

Client Relationship Intern

Utsav Bhargava

Client Relationship Intern

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