Recent Insights From Our Team
General Resources
Meet your team
David Bosak
CFP®
Wealth Advisor, Executive Director
Andrew Connors
CFP®, CEPA
Wealth Advsior, Managing Director
Tia D'Aveta
CFP®
Associate Wealth Advisor
Peter DeVito
CPA*, CFP®
Wealth Advisor, Executive Director
Ryan Dobroka
CFP®, CPWA®, CIMA®
Wealth Advisor, Director
Emily Drake
CFP®, AEP®
Wealth Advisor, Managing Director
Michael Drennen
Managing Director, Head of Office
Nick Gatins
Associate Wealth Advisor
Dana Hastings
CFP®, ChFC®, RICP®, CEPA
Wealth Advisor, Managing Director
Christopher Isabella
CPA*/PFS, CGMA
Wealth Advisor, Executive Director
Alexander Jeffries
Associate Wealth Advisor
Beth Korth
CPA*/PFS, CFP®
Wealth Advisor
Aaron Nuti
CFA, CFP®, CAIA
Wealth Advisor, Managing Director
Thomas Seifert
CPA*/PFS
Wealth Advisor, Executive Director
Emily Shacklett
CPA*/PFS
Wealth Advisor, Managing Director
Jessica Trouten
CFP®
Associate Wealth Advisor
Richard D'Amico
CFA
Portfolio Manager
Mike Kalinoski
Trading Manager
Michael Morgan
Trader
Christopher Muirhead
CFA
Portfolio Manager
John Silvis
CFA
Director, Investments
Tracie Becka
Senior Client Service Associate
Pamela Dagostino
Senior Client Service Manager
Pamela Daher
Client Service Associate
Noemi Lopez
Senior Client Service Associate
Phylicia Prince
Senior Client Service Associate
