Our People

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Todd Purich

Managing Director

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Adam Persky

Financial Adviser

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Erick Barone

Financial Services Professional

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Jessica Scott, CFP®

Director of Analytics

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Kathleen Bailey

Chief of Operations | Executive Assistant to Todd Purich

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Kirstie Rojas

Client Coordinator

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Cynthia Beardslee

Client Coordinator

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Mary Wolkomir

Philanthropic Liaison