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.

Search results for:

Location: New York

Clear All Filters

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Charlene Maruska

Charlene Maruska

Sr. Manager, Client Service

Allentown, Cherry Hill, Fairport, Hockessin, Manhasset, Morristown, New York, Newark, Radnor, West Hartford, Woodbridge

Helen Berlin

Client Service Specialist

Jesse Frehling, AIF®

Regional Vice President

J Mignone

Jesse Mignone

Manager, Client Service

Manhasset, New York

Joe Scotti

Client Service Specialist

Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

Kate Shackleton

Executive Managing Director

Ready to get started?

Explore More

A couple evaluating annuities

Insights

Evaluating Different Annuities To Fit Your Financial Plan

October 17, 2025

Insights

HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

Insights

Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained

October 15, 2025

Continue Browsing