Meet a Few of our Featured Advisors
Laurie Barkman, CM&AA
Bruce Hosler, Enrolled Agent, CFP®, EA, AIF®, CEPA®, CDFA®
Mark Fazio, M&A Attorney
Edward Lasak, CPA, MS
Julie Kline, Attorney
Jim Houlihan, MBA
Kathleen Kuznicki, Patent Attorney
Vic Conrad, CFP, ChFC, AIF
Terry Flanagan, MBA, CVA, CBI, CM&AA
Timothy Whipple, CEPA, Business Sales & Acquisitions
Eric M. Magister, M.A. in Law
Matan Shmuel, Attorney
