Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Morristown

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George Ghobriel

Wealth Advisor

John P. Middleton image

John P. Middleton, CFA, CFP®, CAIA®, AIF®

Sr. Wealth Advisor

Morristown, Marlboro

Lorraine Eugenio image

Lorraine Eugenio, CFP®, CDFA®

Wealth Advisor

Morristown, Marlboro

Olha Paluch, CFP®, CTFA™

Wealth Advisor

Rafael Arellano

Rafael Arellano, CFP^®

Sr. Wealth Advisor

Marlboro, Morristown

Steven Crevar, CFP^®

Wealth Advisor

Marlboro, Morristown

Susan Portnoi

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Morristown, New York, Marlboro

Abby Salameh

Managing Partner

Jason O’Meara, CFP®

Partner

Morristown, Radnor

Adam Roosevelt

Regional Vice President

Andrew Glick

Client Service Specialist

Bryan Montoya

Relationship Manager

Emily Botyos

Relationship Manager

Jiany Lindsey

Client Service Specialist

Mason Creekmore

Relationship Manager

Mathew Carrigy

Sr. Client Service Specialist

Bryan Corbitt

Bryan Corbitt, CFA®, CFP®

Sr. Financial Planner

Christopher Buldo

Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP®

Sr. Financial Planner

Elliott Giammarino

Tax Manager

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