Team Directory
Representatives
James H. Meanix
CFP®, CLU®, ChFC®, AEP®, CASL®
Co-Founder & Private Wealth Advisor
Michael S. Robustelli
ChFC®, CASL®, CLU®
Co-Founder & Private Wealth Advisor
Support Team
Stephen W Blumenthal
CLF®, M.Ed.
Director of Marketing
Alexandria S. Krebs
Marketing Coordinator
Associates
Mary E Mitsch
Financial Planning Specialist
Nicholas Duelfer
Investment Associate
Jenna Dowling
Insurance Operations Associate
Nancy Fain
Client Service Representative