Team

Leadership

Jeff S. Anderson

Wealth Care Director, Chairman, CEO and President, Shareholder

Jeni Charron

Chief Compliance Officer, Shareholder

Heather Axford

Investment Advisor Representative

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.

Max Kathol

Wealth Care Coordinator

Bob Romeo

Certified Public Accountant –
BS&P Wealth Management, LLC

Kim Orzyszak

Administrative Assistant –
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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