Matthew Nelsen, CFP®
Wealth Advisor
Roain Saunders, CFP®
Wealth Advisor
Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®
Sr. Wealth Advisor
Samuel Reid, CFP®, JD
Sr. Wealth Advisor
Sarah Serling, CFP®, JD
Sr. Wealth Advisor
Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA
Sr. Wealth Advisor
Timothy Pilczak, CFP®, EA, TPCP®
Sr. Wealth Advisor
Aileen Deutermann
Manager, Client Service
Cathy Towle
Relationship Manager
Celicia Smith
Sr. Client Service Specialist
Chase Rosa
Relationship Manager
Claudia Paluch
Client Service Specialist
Eileen Swirsky
Client Service Specialist
Marc Cianci
Relationship Manager
Monica Delsanto
Sr. Client Service Specialist
Pamela Greene
Sr. Client Service Specialist
Renee Hickey
Relationship Manager
Richard Davies, CFP®
Director, Operations
Sue Ross-Wentworth
Relationship Manager
Tanya Livingston
Sr. Client Service Specialist
