Our Team

 
  • David J. Mihlon, CFA®, CFP®

    David J. Mihlon, CFA®, CFP®

    Principal

  • Donald F. Gordon, CLU ChFC

    Donald F. Gordon, CLU ChFC

    Founder

  • James Donovan<br><br>

    James Donovan

    Financial Representative

  • Barbara Whitford

    Barbara Whitford

    Executive Assistant and
    Client Service Manager

  • Richard DiLascio, Esq<br><br>

    Richard DiLascio, Esq

    Attorney