Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Robert Wolf

Robert (Rob) Wolf

Chief Executive Officer

James Koenig

James Koenig, Sr.

President & Senior Wealth Advisor

Joe Green

Joe Green

Portfolio Manager & Senior Advisor

Debbie Gleason

Debbie Gleason

Office Manager & Client Relationship Specialist

Amanda Opulskas

Amanda Opulskas

Senior Client Service Director & Financial Advisor

 Michael Rock

Michael Rock

Financial Advisor & Tax Preparation

Sara Wolf

Sara Wolf CFP®

Financial Advisor & Tax Preparation

Jonathan Foster

Jonathan Foster

Marketing Manager, Financial Services Assistant & Tax Preparation