SERVING UNIQUELY SUCCESSFUL FAMILIES

Dashboard Planning Team

Scott Schuster CFP®, CPA

Managing Partner, DWA // Wealth Advisor, RJFS
Chief “Making It Happen” Officer

Paul L. Casazza

Partner, DWA // Wealth Advisor, RJFS
Chief “Dashboard Planning Machine” Officer

Eric Grauer

Wealth Advisor
"Dashboard Planning Ninja"

Mary G. Phillips

Assistant Branch Manager, DWA // Operations Manager, RJFS
“Ops Queen”

Andrea Longhi

Communications Director, DWA // Client Service Manager, RJFS
Director of “Getting It Done”