Amanda Caster, CFP®, CDFA®
Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Amanda O’Sullivan
Client Development Associate
Charlene Maruska
Sr. Manager, Client Service
Helen Berlin
Client Service Specialist
Jesse Frehling, AIF®
Regional Vice President
Jesse Mignone
Manager, Client Service
Joe Scotti
Client Service Specialist
Kevin Moriarty
Sr. Client Service Specialist
Victoria O’Tool
Client Service Specialist
Kate Shackleton
Executive Managing Partner, Head of New Partner Success

