Edward J. Mazza, CFP® CSA
Chief Executive Officer

Vincent I. Paulin, M.A.
Chief Operations Officer

Mr. Paulin’s technical repertoire spans fiscal management, self-funded employee benefit plan trusts, and Joint Commission Accreditation. A champion of organizational development and KPI-driven quality improvement, he is equally regarded for his leadership style. Vince leads with respect, equity, and humor, ensuring he remains an accessible mentor to his staff and a dedicated advocate for his clients.
LOUIS A. ENSANI, JR., CPA, CGMA
Executive Financial Leader

Joseph E. Marchini
Director M&A / Investment Banking

Richard S. Sowa, CFP®
Director of Financial Planning

Mr. Sowa is an adjunct instructor for Kaplan Financial where he teaches the Certified Financial Planner educational program to candidates preparing for the CFP exam.
He holds a Bachelor of Science in Management/Accounting.