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Max Alpert
Relationship Manager
Reed Ameden
Partner
Allison Avery
Client Services Specialist
Ashley Barrett
Client Services Manager
Bill Brancaccio
Partner
Salim Boutagy
Partner
Kerry Burke
Client Experience Coordinator
Deirdre Childs
Director of Marketing
Christine Cutler
Client Services Manager
Tracy Dineen
Senior Client Services Manager
Paul Farella
Private Wealth Advisor
Ashley Fiorete
Operations Manager
G. Scott Flynn
Partner
Jennifer Franko
Client Experience Coordinator
Colleen Galushko
Partner
Chris Gatty
Client Services Manager
Wendy Gans
Client Experience Coordinator
Jillian Guglielmo
Senior Client Services Manager
Vern Hayden
Financial Planner
TJ Hickey
Partner
Al Hodys
Partner
Jason Hyde
Partner
Eric Johnson
Managing Partner & Financial Planner
Arthur Kelleher
Managing Partner
Matt Keys
Associate Wealth Advisor
Stephen Kleczkowski
Senior Relationship Manager
Nicole Kokenos
Client Services Manager
Chris Levene
Wealth Advisor
Brian Lichtenstein
Managing Director
Christine Lichtenstein
Senior Operations Manager
Dave Lincoln
Managing Partner & Chief Investment Officer
Allison Loring
Director of Compliance/Chief Compliance Officer
Doug MacLean
Private Wealth Advisor
Derrek Metz
Managing Partner & Financial Planner
Eric Minowitz
Relationship Manager
Noreen McGorty
Director of Operations
Sandra Neubert
Financial Advisor
Christopher J. Neubert
Founder & Partner
Peter Osborne
Partner
David Plouffe
Associate Wealth Advisor
Dana Preis
Partner
Dylan Raver
Relationship Manager
Alexandra Renders
Managing Director
Charlie Rocco
Managing Partner & Chief Executive Officer
John Rosenau
Managing Partner
Joanna Russell
Partner
Kyle Scafariello
Wealth Advisor
Dee (Dolores) Schmitt
Client Services Manager
Todd Schroeder
Managing Partner & Financial Planner
Byrke Sestok
Partner
Bill Shafransky
Senior Wealth Advisor
Christine Simeone
Client Services Manager
Beth Spear
Client Services Associate
Maria Tapia-Paez
Client Services Manager
Ginnie Thompson
Managing Partner & COO
Stephanie Van Albert
Principal Wealth Advisor
Lu (Luciana) Vitti
Practice Manager
Rudolf Weiss
Partner
Johnny Wells
Senior Tax Associate
Bill Yeager
CPA
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