*Click on the name of any team member to read more*
Owner
Owner
Wealth Advisor
Certified College Planning Specialist
Wealth Management Attorney
Financial Advisor
Certified Financial Planner®
Financial Advisor
Certified Social Security Claiming Strategist
David Mariacher
Wealth Manager
John Penna
Wealth Manager
Wealth Manager
Wealth Manager
Chartered Financial Analyst
Certified Divorce Financial Analyst
Wealth Advisor
AJ Witkowski
Wealth Manager
The Glue
Registered Executive Assistant
Lynn Sirianni
Director of Operations
Michael Zimmer
Chief Operations Officer
Richelle Todaro
Assistant
Kelsey McCool
Marketing Director
Andrea Main
Assistant
Advisor Relations
McKenna Hamill
Assistant
Insurance Team
April Hartloff
Group Benefits Director
Alan Justin Jr
Medicare Agent
Brian Janak
Medicare Agent