Relationships are Built to Last

NCA Financial Planners: Meet Our Team

Kevin H. Myeroff* CPA, CFP®

Amanda Ballantyne*, Paraplanner to Dennis Lehman* CFP®

Ashley Costello, Paraplanner to Carole Weinberg* CPA

Erin Donahue*, Paraplanner to Dennis Lehman* CFP®

Mary A. Durra* CFP®

Karey L. Edwards* CFP®

David F. Kurtz* CPA

Dennis P. Lehman* CFP®

Melanie R. Ross* CFP®, AAMS®

Kelly Russell*, CPA, Vice President of Finance

Jasmina Tadic* CFP®

Angela M. Thorn*

Elizabeth Scheiderer* CFP®

Michael M. Wasylyshyn* CFS

Carole J. Weinberg* CPA


Support Associates

Marcy Bahr: Director of Marketing and Client Services

Leslie Biro-Vitantonio: Receptionist

Bob Casarona: Financial Planning Assistant

Jeannette Fabian: Information Technology Specialist

Barbara Harris: Assistant to Carole Weinberg* CPA

Marija Luketina: Assistant to Michael Wasylyshyn* CFS and David Kurtz* CPA

Kathleen Ogrin: Assistant to Kevin Myeroff* CPA, CFP® and Dennis Lehman* CFP®

Amy Smith: Assistant to Mary Durra* CFP® 

Roni Smith*: Assistant to Kevin Myeroff* CPA, CFP® and Dennis Lehman* CFP®

Erika Voltmann: Assistant to Kevin Myeroff* CPA, CFP®

 

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory services and Fixed and Traditional Insurance Services offered through NCA Financial Planners, a registered investment adviser not affiliated with Royal Alliance Associates, Inc.