Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®
Chief Executive Officer
Jarrett Morris, CFP®, AIF®, ChFC®
Chief Operating Officer
Tim Mihok, CPA
Chief Financial Officer
Michael Derins
Director
Alexandra Eigo
Receptionist
Amy Solano
Associate Financial Planner
Andrew Matusik
Client Service Associate
Cesidio Colasante
Business Development Associate
Erin Eliason, AIF®
Director, Retirement Plan Services
Gary Diegert, CFA
Portfolio Manager
Greg Johnson, CFA, CFP®
Associate Financial Planner
Jason Salmon
Senior Financial Planner
Kelly Darby
Client Service Associate
Khristopher Torres
Investment Operations Manager
Kristen Miller
Client Service Associate
Mark Rossi
Investment Operations Analyst
Sean DeBarberie, CFP®
Associate Financial Planner
Steve Hutchison, CPA, CVA
Director, Business Planning
Theresa Martin
Director, Talent & Culture