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Professional Headshot of Joan Chavez

Joan B. Chavez

Assistant Vice President, Client Service Officer 

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Professional Headshot of Brian Kim

brian kim

Managing Director, Wealth Advisor

1
Professional headshot of Thomas Ross

THOMAS J. ROSS, JR.

President

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Professional Headshot of Samantha Ruggiero

Samantha L. Ruggiero

Assistant Vice President, Client Service Officer 





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CYNTHIA FUSILLO

Managing Director, Wealth Advisor





































































































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