Relationships are Built to Last

NCA Financial Planners: Meet Our Team

Our top-rated financial advisors and wealth managers are dedicated to helping clients achieve their goals.  Click on a name below to learn more about our team.

Kevin H. Myeroff* CPA, CFP®

Amanda Brunnett* Paraplanner to Dennis Lehman* CFP®

Bob Casarona* CFP® Paraplanner

Ashley Costello* CFP® 

Erin Donahue* CRPC® Paraplanner to Dennis Lehman* CFP®

Mary A. Durra* CFP®

Karey L. Edwards* CFP®

Leslie Globits

David F. Kurtz* CPA

Dennis P. Lehman* CFP®

Melanie R. Ross* CFP®, AAMS®, CLTC

Kelly Russell* CPA

Elizabeth Scheiderer* CFP®

Jasmina Tadic* CFP®

Angela M. Thorn*

Michael M. Wasylyshyn* CFS

Carole J. Weinberg* CPA

Support Associates


Marcy Bahr- Compliance Analyst

Leslie Biro-Vitantonio: Receptionist

Michelle Burge- Administative Assistant

Adrianna Demjanjuk: Paraplanner to Kevin Myeroff* CPA, CFP®

Jillian Gaietto: Director of Marketing and Client Services

Barbara Harris: Assistant to Carole Weinberg* CPA

Marija Udovicic: 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® 

Rachel Weakland*: Assistant to Karey L. Edwards* CFP® and Melanie R. Ross* CFP®, AAMS®, CLTC

Cindy Zupec: Assistant to Mary Durra* 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.