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Our Team
Corporate
Joseph B.
Elliott III, CFP® AIF®
Chief Executive Officer, Founder
Karen
McCarthy
Chief Operations Officer
Zachary
Mineur, CFA
Chief Investment Officer
Khadijah
Khayree
Client Advocate Specialist
Ryan
Alrutz
Investment Analyst
Scooby
Chief Happiness Officer
Operations Professionals
Karen
Grubb
Executive Assistant
Franci
Neill
Executive Assistant
Catherine
McNamara
Assistant to Mark Comyns
Francie
Rosato
Assistant to Blaise Milanek
Wealth Advisors
Daniel M.
Agoglia
Wealth Advisor
Richard
Catanese, AIF®
Wealth Advisor
Mark
Comyns
Wealth Advisor
Peter
Craig, CLU® CHFC®
Wealth Advisor
John
Delp, CRPC®
Wealth Advisor
Laird
Duncan, CLU® CHFC®
Wealth Advisor
Christopher
Groeber, CFP® AIF® CRPC®
Wealth Advisor
Robert
Holland, CFP® CLU® CHFC®
Wealth Advisor
Joseph A.
Lapps, CRPS® AIF®
Wealth Advisor
Jesse
Levy
Wealth Advisor
Erik
Lindholm
Wealth Advisor
Eric J.
Long, CFP® CRPC® CFS®
Wealth Advisor
TJ
McHugh
Portfolio Manager / Wealth Advisor
Mark
McMahon
Wealth Advisor
Blaise J.
Milanek
Wealth Advisor
Daniel J.
Morse, CFP® AIF®
Wealth Advisor
Jordan C.
Norley, AIF® CPFA®
Wealth Advisor
Monica
Pedano
Wealth Advisor
Brian D.
Platt, CFP®
Wealth Advisor
Michael
Slattery
Wealth Advisor
Shane P.
Smith, CFP® CHFC® LUTCF®
Wealth Advisor
Brenton
Stransky
Wealth Advisor
Douglas J.
Sweeney, CRPC® AIF®
Wealth Advisor
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