Maggie Kulyk, CRPC®,

Chartered SRI Counselor

CEO and Founder

Learn more about Maggie by watching this short video.

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Mary Shaltis, CPA, CFP®, APMA®

Lead Financial Advisor

Learn more about Mary by watching this short video.

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Tina Tyson

Client Service Manager

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Liz McGeachy

Communications Director

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Paul Grabhorn

Operations Specialist

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Jeff Audi, EA

Tax Specialist

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