Our Team

Financial Professionals

Gregg R. Fortune, CFP®, CFS, AEP

Jon Arntz, CFP®

Judi Hernandez, CFP®

Mark  Heisey*, CFEd

Gordon Leff, CPA/PFS, MST

Office Staff

Colleen Black

Cindy Arntz

Erin A Stevenson

Janice LaQuiere

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck