Edward Dunphy
Regional Vice President
John Walker
Regional Vice President
Andrew Glick
Client Service Specialist
Brad Cwienk
Client Service Specialist
Brittany Benvenuto
Sr. Manager, Client Service
Bryan Montoya
Relationship Manager
Emily Botyos
Relationship Manager
Jiany Lindsey
Client Service Specialist
Lauren Schellhammer
Manager, Client Service
Mason Creekmore
Relationship Manager
Mathew Carrigy
Sr. Client Service Specialist
Rasheed Jarmon
Relationship Manager
Bryan Corbitt, CFA®, CFP®
Sr. Financial Planner
Christopher Buldo
Financial Planner
Mike Martino
Financial Planner
Sharon Dahis
Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Elliott Giammarino
Tax Manager
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Amanda O’Sullivan
Client Development Associate

