SERVING UNIQUELY SUCCESSFUL FAMILIES

Dashboard Planning Team

Scott Schuster CFP®, CPA

Managing Director, DWA // Financial Advisor, RJFS
Chief “Making It Happen” Officer

Paul L. Casazza

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

Mary G. Phillips

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

Andrea Longhi

Relationship Manager, DWA // Financial Advisor, RJFS
Director of “Getting It Done”