Branch Staff


Cain Kobert

President/CEO, Branch Manager

G.E. Buenning, CLU

Founder

Julie A. Coberly, ACS, AIAA

Administrative Specialist

Eric Fletcher

Executive Assistant

Amy Mueller

Marketing/Graphic Designer

Heather Palumbo

Paraplanner / Portfolio & Investment Research Coordinator

Khala Watson

LPL Registered Administrative Assistant

Patricia Tregellas, AIRC, AIAA, ACS

OSJ Operations Manager

Alisa Knafelc

Administrative Specialist