Kirk Cassidy
Lead Financial Instructor
Paul Metler, Psy.D., MBA
Financial Instructor
Josh Jackson, RICP®
Financial Instructor
Michael Masserant
Financial Instructor, APMA™
Brian Atherton
Financial Instructor
Lisa Mange, CFP®
Financial Instructor
Marc Wander
Estate Planning Attorney
Instructors in the Media
In the News:
February 2019
WJBK Ch. 2 News – Insight on the new tax changes
February 2019
WJBK Ch. 2 News – Marriage & Money