Meet the Team

Learn More About Your Team

Doug Dawe, CFP®

Director of Financial Planning

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Brendan Dunleavy, CPA

Executive Director

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Christina Mick

Director of Operations

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Andrew Behm

Senior Director of Wealth Management

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Ryan P. Hozeska

Financial Planner

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Louie Perraut, CFP®

Financial Advisor

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MaryGrace Dunleavy

Financial Planner

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Krysten Dinkins

New Business Administrator

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Melissa Lukas

Client Specialist

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Paula Jackson

Director of Client Relations

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Susan Day

Director of Client Relations

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Dawn Jozefowicz

Client Specialist

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Chris Luong

Financial Paraplanner

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Check the background of this firm/advisor on FINRA’s BrokerCheck.

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