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
Financial Planner
Edward Dunphy
Regional Vice President
Kelly Gaur
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Regional Vice President
Kevin Meyersburg
Regional Vice President
Marcus Christopher Williams, CFP®, CDFA®
Regional Vice President
James Werner
Manager, Client Development Associate
Amanda Caster, CFP®, CDFA®
Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Chloe Balon
Chief of Staff and Sr. Director, Firm Partnership
Melissa Nims
Chief Solutions Officer
Kate Shackleton
Executive Managing Partner, Head of New Partner Success

