Get to Know The Team

Andy is one of our team's Financial Advisors. His role consists of client conversations, preparing financial plans, and ensuring his clients plans are always up to date. He has been a financial advisor for 3 years, beginning as an intern his senior year of college!

Photo of Financial Advisor Andrew Wasilefsky

Andrew Wasilefsky

Financial Advisor

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Photo of Financial Advisor Sean Black

Sean Black

M.S.

Financial Advisor

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Photo of Lead Client Experience Associate Sara Reganne Cote

Sara Reganne Cote

Lead Client Experience Associate

Photo of Lead Client Service Associate Dashiell Christy

Dashiell Christy

B.A.

Lead Client Service Associate