Our Wonderful People

Talented Professionals | WE LOVE WHAT WE DO

Get to know who you will be working with. We all have areas of expertise to elevate and contribute to your total experience.

NEED A SPEAKER? You may have seen an LMA Representative speaking on a topic of their expertise. If you are an organization in need of a speaker to provide educational based presentations on a variety of topics please contact us.

Listed in alphabetical order.
Sharon L. Abbey
Wealth Management Advisor
& Branch Manager
Sasha Chelekhov, CFP
Financial Planner
Steven F. Collins
Wealth Management Advisor
Curtis J. Congdon,
CRPC®, CFP®
Managing Director,
Wealth Management
Paul W. Corley
Vice President,
Wealth Management
Marie Gaetjens
Client Services Associate
Rick J. Gow
Wealth Management Advisor,
Certified Senior Advisor (CSA)®
Theresa L. Kosma
Client Services Associate
E. Ronald Lara, CFP®
Founder & CEO
Richard M. Leed Jr, CPA, CGMA
Chief Financial Officer
Beth J. Levine
Senior Vice President,
Wealth Management
Claire Lolich
Client Services Associate
David B. Margulies
Senior Vice President,
Wealth Management
Jack R. May, CFP®
Senior Vice President,
Wealth Management
Nicole Minns
Associate
Michelle R. Mitchell
Operations Manager
Lauren O’Brien, CFP®, CPA
Senior Vice President, Wealth Management
Stephen V. O’Brien, CRPC®
Senior Vice President, Wealth Management
Jennifer L. Szaro, CRCP®
Chief Compliance Officer
Robert S. Walterman
Senior Vice President,
Wealth Management

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