Wealth Advisors Gerard J. Kassouf, CPA, PFS, CFP®, AEP®, CGMA® Director David P. Kassouf, CPA, ABV, PFS, CFF, CFP®, CVA, CGMA® Director Michelle G. Pike, CFP®, AEP® Principal, Financial Planner Shannon J. Pike, CFP® Principal, Financial Planner Jonathan G. Kassouf, CPA, PFS Zachary L. Bennett, CPA, PFS Caroline C. Gayle, CFP® Financial Planner
