Meet the Team

Kenneth W. Van Leeuwen,
CFP® Managing Director/Advisor

Jeffrey P. Mattonelli,
CFP® Financial Advisor

Virag G. Shah,
CFA® Portfolio Strategist

Jimi Bipin Shah,
Portfolio Strategist

Donna L. Gavlick,
Director of Paraplanning Services

Judy DeFazio,
Director of Operations, Executive Assistant to Kenneth Van Leeuwen

Heena Dhruv,
Director of Client Services