Our Team

• 

  Alan F. Delcorse

  Founder, CEO and CIO
  
  

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• 

  Jeff Delcorse, CFP®

  President and Head of Financial Planning

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• 

  John Kleczynski

  Director of Next Phase Retirement Consulting

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• 

  Sarah Bird

  Branch Operations Support
  
  

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• 

  Jamie Calandriello

  Senior Compliance Officer
  
  

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• 

  Craig Ibrahim

  Partner & Principal - HighPoint Planning Partners

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