Our Team
James Ptacek, President David Ptacek, Co-Founder & Branch Manager Matthew Ridler, CFO/Financial Advisor/Tax Preparer Robert Wright, Controller/Tax Preparer Steve Furjanic, Financial Advisor/Tax Preparer David Petre, Financial Representative/Tax Preparer Anthony J. Mercuri, CIS/Financial Advisor Philip W. Cannato, M. Ed., Financial Advisor Sean Sargent, Financial Representative/Tax Preparer Jason Yuhas, Financial Planner/Tax Preparer Greg Vanek, Financial Advisor/Tax Preparer Marlene Muscovich, Registered Representative Daniel W. Ruminski, Insurance Specialist/Tax Preparer Tina Hallier, Registered Administrative Assistant Aubrey Strippy, Registered Administrative Assistant Kimberly Trnavsky, Administrative Assistant Tammi Baun, Administrative Assistant Brian Tabar, IT Specialist Dawn Willliams, Administrative Assistant Hallie Hakaim, Account Executive
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