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Matthew Cox

Operations Associate

Being adaptable for both clients and co-workers, Matthew brings his determination and initiative to every project.

Applying his data management and detail-oriented skills learned from various internships, he makes sure client accounts are maintained correctly. Working previously in small and large businesses, he enjoys being on a dedicated and client-focused team.

Outside of the office, Matthew likes to travel, which he experienced during a semester abroad in London. He enjoys playing and watching many sports, and fancies himself as a skillful pickleball player. Whether playing baseball in the summer or skiing in the winter, leading an active lifestyle is what he enjoys most. During his downtime, he also enjoys relaxing with his friends and family, especially when trivia is involved.

Favorite Quote

“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese Proverb

Education

BS in Management and International Business; Minor in Sports Management and Underwater Science, Indiana University

 

Joanna Hurley

Receptionist & Administrative Assistant

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Jenny Jesse

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

Cory Rappaport, CPA

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Jill Kaz, CFP®

Financial Planner

Wendy Sabul-Mintzer

Operations Associate

Toni Bregenzer

Risk and Compliance Manager

Lauren Ross

Manager of Investment Operations

Lee Ford

Information Technology Manager

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Merrick Singer

Client Service Administrator

Christina Cartes

Operations Associate

Joseph Thompson

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor