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Read Our Success Stories

Andrew S. Zito

Categories: Qualified Retirement Plans

Andrew S. Zito

Andrew S. Zito

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it....

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Danny Gay

Danny Gay

Danny Gay is the Managing Director at Advus Financial Partners.  Prior to joining Advus, he was the Founder & President of Oak Square...

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Josh Rose

Josh Rose

Josh is a former  Partner at Oak Square Advisors and joined Advus in 2022. Prior to the founding of Oak Square, Josh was...

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Jeff Lee

Jeff Lee

Jeff is passionate about helping clients achieve their personal and financial aspirations. Seeing two opposite approaches to decision making around money from his...

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Codie Thomas

Codie Thomas

Prior to joining the Advus team in 2022, Codie was a Senior Financial Advisor at FBMC Benefits Management.  He has extensive experience consulting...

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Teresa J. Leonard

Teresa J. Leonard

Teresa enjoys a challenge, from her days as pension administrator reconciling assets to the penny to today’s problem-solving for audit calls. Detail-oriented and...

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Susan T. Quiles

Susan T. Quiles

Susan gets the job done. She is a team player and goes the extra mile to assist others, whether a coworker or a...

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Recent Posts

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