Meet The Team

Matthew Gaspar

Matthew Gaspar, MBA, CEPA ®

President and Sr. Financial Advisor

LeAnn Gaspar

LeAnn Gaspar

Director of Client Services

Paul Keeton

Paul Keeton

VP - Advisory Solutions

Marco Galvan

Marco Galvan

Technology Director

Wes Shindler

Wes Shindler

Compliance Director

Hilary Pluemer

Hilary Pluemer

Practice Management Director

Katie Mohan

Katie Mohan

Marketing Director

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.