Advisor Team Select a Location Alexandria, VA Altoona, PA Bakersfield, CA Beachwood, OH Bowling Green, OH Brambleton Bridgeport, WV Buffalo, NY CA Capistrano Beach, CA Charleston, SC Charlotte, NC Chicago, IL Cincinatti, OH Columbus, OH Coral Springs, FL Dayton, OH El Paso, TX Findlay, OH Frederick, MD Fulshear, TX Houston, TX Las Vegas, NV Lawrenceville, GA North Canton, OH Oak Brook, IL Park City, UT Salt Lake City, UT Stow, OH Tampa, FL The Woodlands, TX Toledo, OH VA Virginia Beach, VA Westchester, NY Westlake Village, CA Yardley, PA Morgan Lemaitre CFP® Founder & Owner of Park City Wealth Advisors Park City Wealth Advisors Bruce Greenwald Co-Founder OneSeven Managing Director Rosehaven Family Office Rosehaven Family Office Seth Herring Financial Advisor/Managing Director Rosehaven Family Office AJ Derzon CPFA® Private Wealth Advisor Rosehaven Family Office John D. Jaicks RICP®, ChFC® Financial Advisor S3 Retirement
