Financial Planning Team Gregory McElheny, AIF® Financial AdvisorManaging Partner Greg's Bio Joseph Di Biasi, MBA Financial AdvisorManaging Partner Joe's Bio Leor Getzel Investment Advisor Representative Leor's Bio Bill Simmermon Investment Advisor Representative Bill's Bio Brian Marston, ChFC, CLUFinancial Advisor Brian's Bio Administrative Team Kim Dale Exec Administrative Coordinator Meet Kim DeEtta (Dee) Walker New Business Manager Meet Dee Rachel Majich Client Relationship Coordinator Meet Rachel
