Our Team

Our Team

Keith Sechler

Keith L. Sechler, CPA, CFP®

Chief Executive Officer
Brigitte Palumbo

Brigitte Palumbo

President & Chief Compliance Officer
Theresa Lanser

Theresa Lanser

Executive Assistant
Patty Welch

Patty Welch

Administrative/Personal Assistant
Tom Dickey

TJ Dickey

401(k) Administrator