Meet Our Team
Founding and Co-Managing Partners
Michael Havlik, CLU®, ChFC®, CFP®
CERTIFIED FINANCIAL PLANNER Professional, Financial Services Representative
Mike is responsible for the firm's investment policy as well as leading the firm's financial planning operations.
Christopher Varlotta, CLU®, ChFC®, CFP®
CERTIFIED FINANCIAL PLANNER Professional, Financial Services Representative
Chris is responsible for leading the firm’s financial planning operations and strategic focus.
Partners
Michael A. Cammarata, ChFC®, CFP®
CERTIFIED FINANCIAL PLANNER Professional, Financial Services Representative
Michael leads the firms client acquisition and strategic marketing efforts and also participates in the firm's financial planning operations.
Associates
Jules Klose, CRPC®
Financial Services Representative
Jules primarily works with individuals in need of personal financial planning, retirement income generation, college savings strategies or insurance planning.
Robert M. (Bob) Boyles, MBA
Investment Advisor Representative, Financial Planner
As a former member of the U.S. military, Robert offers a unique perspective to his clients, many of whom are employed by or retired from companies the defense, aerospace and/or homeland security sectors.
Support Staff
