Team
Richard P. Rojeck, CFP®, AIF®
Private Wealth Advisor
Rich Rojeck specializes in helping business owners, senior executives and other high net worth individuals grow and protect what matters. He has earned the CERTIFIED FINANCIAL PLANNER™...
Ashley Green Altick
Executive Assistant
Ashley ensures we make good on the service end of our “Superior Insights, Superior Service” promise. She is responsible for all areas of client communications and for interfacing with our vast support team including...
