Labuda Team


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Kati M. LaBuda, WMS, MBA, CFP® Vice President, Wealth Management
Raymond J. LaBuda Investment Portfolio Associate
Labuda Team photo


McLean Team


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James E. McLean, WMS Senior Vice President, Investments
Kelly McLean Rindock, CFP ®,, CLTC First Vice President, Wealth Management Branch Manager
McLean Team photo

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.