David John Marotta
President, CFP®, AIF®, AAMS™
Megan Russell
Chief Operating Officer, CFP®, APMA®
Courtney Fraser Regan
Relationship Advisor, CFP®, CFT™
Elias McQuade
Financial Analyst, CFA
Elizabeth Brew
Client Services Associate, CFP®
Libby Horbaly
Client Services Associate, CFP®
Jacob Massanopoli
Financial Planner, CFP®
Greg Vairo
Financial Planner, CFP®
Tim Landicho
Relationship Advisor, CFP®
Alex Goldston
Junior Client Services Associate
Administrative Professionals
Sheryl Lawson
Chief Financial Officer
Krisan Marotta
Portfolio Center Specialist
Wendy Saunders
Receptionist
Heather Kinrade
Paperwork Specialist