Team
Leadership
Jeff S. Anderson
Wealth Care Director, Chairman, CEO and President, Shareholder
Jeni Charron
Chief Compliance Officer, Shareholder
Tammy Hubl
Investment Advisor Representative
Financial Advisors
Marlin Johnson
Wealth Care Coordinator
Dan Charron
President, Shareholder – Contryman Associates, P.C.
Wealth Care Professional –
Wealth Advisors Network, Inc.
Phil Neville
Certified Public Accountant –
Anderson & Whitney, CPAs, P.C.
Wealth Care Professional –
Wealth Advisors Network, Inc.
Diane Alexander
Wealth Care Coordinator
Linda Hart
Wealth Management Assistant –
Anderson & Whitney, CPAs, P.C.
Angela Stanfield
Wealth Management Assistant –
BS&P Wealth Management
Bob Romeo
Certified Public Accountant –
BS&P Wealth Management, LLC
Sam Catanese
Investment Advisor Representative –
Laurel Valley Advisors
Mary Lou Mandichak
Administrative Assistant –
Laurel Valley Advisors
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