Meet Our Team
Stephen Bull
Senior Partner
Zachary Mason, CDFA
Managing Partner
Colleen O’Shaughnessy
Partner
Emilio Cabuto, CFP®
Financial Planner
Angela Knott, CFP®
Financial Planner
LauraLee Oros
Director of Operations
Desirae Smith
Director of Client Services
Duane Snyder
Compliance and Cyber Security