Our Team

Sam Awad

LEAD ADVISOR, CFP®, MBA

Evelyn Barbosa

CUSTOMER SERVICE ASSOCIATE

Sherry Bergslien

CUSTOMER SERVICE ASSOCIATE

Greg Bogdan

ADVISOR, CFP®

Sue Bolt

CUSTOMER SERVICE ASSOCIATE / CUSTODIAN LIAISON

Doug Brown

PRINCIPAL, CFP®, MBA

Susan Carpenter

PARA-PLANNER / QUALIFIED PLAN ASSISTANT

Lillian Cella

MARKETING MANAGER

Matt Currier

ADVISOR, CFP®

Maria Cutrone

OPERATIONS MANAGER

Joe Feldmann

DIRECTOR OF INVESTMENTS, CPA, CFP®

Cerise Groch

CLIENT SERVICE ASSOCIATE

Sean Julian

ADVISOR, CFP®

Mike McCabe

LEAD ADVISOR, CFP®, CPA, CPC

Mary Beth McLean

LEAD ADVISOR, CFP®, MBA

Mike Merdinger

LEAD ADVISOR

Steve Merdinger

PRINCIPAL, CFP®, CHFC®

Stephanie Nanney

PRINCIPAL, CFP®

Delaney Orozco

ADVISOR, CFP®

Matt Parenti

PRINCIPAL, CFP®

Randy Porzel

PRINCIPAL, CFP®, RICP®

Lorena Reyes

RECEPTIONIST / ADMINISTRATIVE ASSISTANT

Nicole Romito

PRINCIPAL, CFP®, CDFA™

Daniel Rooker

ADVISOR, CFP®

Debra Stepanek

CUSTOMER SERVICE ASSOCIATE

Michael Sund

SENIOR PORTFOLIO AND OPERATIONS ANALYST, CFA®

Colleen Toner

ADVISOR, CFP®

Jeff Toner

PRINCIPAL, CHFC®, RICP®

Jim Weil

PRINCIPAL, CFP®, CIMA®, CHFC®

Bob Westrick

PRINCIPAL, MBA, CPA, CFP®

Greg Williams

ADVISOR, CFP®