Your Team of Advocates
Each client we have the privilege of serving deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Our team members are encouraged to work in collaboration with both internal and external specialists in order to uncover opportunities and serve as your advocate.
View our Careers page.
Ashley Bebeau, CFP®
Principal
Mary Berman
Client Service Administrator
Toni Bregenzer
Risk and Compliance Manager
Tom Buhrmann, CIMA®
Principal
Christina Cartes
Operations Associate
Andrew Cohn, C(k)P®, AIF®
Retirement Plan Advisor
David Copeland
Principal
Matthew Cox
Operations Associate
Andrew Denenberg, CFP®
Principal
Lee Ford
Information Technology Manager
Kirk Hackbarth, CFP®, CPA/PFS, MS
Wealth Advisor
Joanna Hurley
Receptionist & Administrative Assistant
Jenny Jesse
Client Service Administrator
Michael Karmin, CFA®, CFP®
Principal
Jill Kaz, CFP®
Financial Planner
Kathy Klein, CFP®
Wealth Advisor
John Mariscalco, CFA®
Associate Wealth Advisor
Marcie Nach, CFP®
Financial Planner
Lindsay Pflug
Manager of Training & Process Development
A.J. Price, CPA, CFP®
Associate Wealth Advisor
Neal Price, CPA, CFA®, CFP®
Principal
Cory Rappaport, CPA
Associate Wealth Advisor
Lauren Ross
Manager of Investment Operations
Adam Rudolph, CFP®
Associate Wealth Advisor
Wendy Sabul-Mintzer
Operations Associate
Jaclyn Simon
Co-Manager, Client Service
Merrick Singer
Client Service Administrator
Joseph Thompson
Associate Wealth Advisor
Vishaal Tummala, CFP®
Wealth Associate
Michele Turner
Client Service Administrator
Gabrielle Wagor
Marketing & Events Strategist
Betsy Wellington
Client Service Administrator
Brian Wendt
Co-Manager, Client Service