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Get to Know Our Leaders

William Beale

Director, AIF®

Wiliam Beale has a storied career in retirement plan consulting, design, and management. Over the past 25 years, he has received well-earned recognition for his professional achievements.

Brendon Costa

Director of Wealth Management, AIF®

Brendon Costa brings more than 25 years of experience in developing long-term strategies that help individuals and families manage their wealth as they seek to achieve their long-term financial goals.