200 Park Point Drive,
Michelle has earned her Chartered Retirement Planning Counselor designation, CRPC Conferred by the College for Financial Planning, and has been advising clients since 1995. A graduate of Ohio State, Michelle and her husband Gary moved to...
Matthew is a CERTIFIED FINANCIAL PLANNERTM and has earned both his Securities and Life Insurance licensing. An alumnus of the University at Buffalo, Matthew graduated with degrees in both Business and Communication. Prior to joining...