TEAM

MEET OUR TEAM

Bickling Meet Our Team
SPENCER BETTS, BS, CFP®

SPENCER BETTS, BS, CFP®

FINANCIAL ADVISOR

ANDREW BETTS, MBA, CFP®

ANDREW BETTS, MBA, CFP®

FINANCIAL ADVISOR

DOROTHY I. BICKLING, ED.D., CFP®

DOROTHY I. BICKLING, ED.D., CFP®

FINANCIAL ADVISOR

PETER DESCHENES

PETER DESCHENES

DIRECTOR OF OPERATIONS

PATRICIA DOLAN

PATRICIA DOLAN

MARKETING DIRECTOR

CHRISTOPHER DRAVES

CHRISTOPHER DRAVES

TECHNOLOGY ANALYST

ROBIN URCIUOLI, CFP®, CPA

ROBIN URCIUOLI, CFP®, CPA

SENIOR CLIENT RELATIONSHIP MANAGER

PATRICK HANLON, CFP®

PATRICK HANLON, CFP®

CERTIFIED FINANCIAL PLANNER®

BRUCE GOODMAN, AIF®

BRUCE GOODMAN, AIF®

FINANCIAL ADVISOR

KATE WEAR

KATE WEAR

CLIENT SERVICE ASSOCIATE

SALLY MOULTON

SALLY MOULTON

OPERATIONS ASSOCIATE

JACK FREEDMAN

JACK FREEDMAN

FIANANCIAL PLANNING ASSISTANT

ANDREA GESUALDO

ANDREA GESUALDO

OPERATIONS MANAGER

ASHLEY HOY

ASHLEY HOY

FINANCIAL SERVICES ASSOCIATE