Kevin Meyersburg
Regional Vice President
Marcus Christopher Williams, CFP®
Regional Vice President
James Werner
Manager, Client Development Associate
Stacy Reen
Sr. Client Development Associate
Amanda Caster, CFP®, CDFA®
Financial Planner
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Elliott Giammarino
Tax Manager
Amanda O’Sullivan
Client Development Associate
Andrew Glick
Client Service Specialist
Anna Seckular
Head of Corporate Executive Wealth Partnership
Charlene Maruska
Sr. Manager, Client Service
Helen Berlin
Client Service Specialist
Jesse Frehling, AIF®
Regional Vice President
Jesse Mignone
Manager, Client Service
Jiany Lindsey
Client Service Specialist
Joe Scotti
Client Service Specialist
Kevin Moriarty
Sr. Client Service Specialist
Mathew Carrigy
Sr. Client Service Specialist
Victoria O’Tool
Financial Planner

