Our Team

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Our Team

202405 Keith Pic

Keith L. Sechler, CPA, CFP®

Chief Executive Officer

Brigitte Palumbo

Brigitte Palumbo

President & Chief Compliance Officer

Theresa Lanser

Terri Lanser

Executive Assistant

Patty Bio Image

Patty Welch

Administrative/Personal Assistant

Tom Dickey

TJ Dickey

401(k) Administrator