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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Kelly Gaur

Kelly Gaur

Regional Vice President

New York, Melville

Kevin Meyersburg

Kevin Meyersburg

Regional Vice President

New York, Morristown

James Werner

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Amanda Caster

Amanda Caster, CFP®, CDFA®

Manager, Sr. Financial Planner

Elia Weg

Financial Planner

Harrison Vogel

Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP^®

Sr. Financial Planner

Morristown, New York

Sebastian Chaskel Steiner

Director, Philanthropic Services

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

Melissa Nims

Chief Solutions Officer

Elli Sharef

Head Philanthropic Services

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

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