David John Marotta
President, CFP®, AIF®, AAMS™
Megan Russell
Chief Operating Officer, CFP®, APMA®
Courtney Fraser Regan
Relationship Advisor, CFP®, CFT™
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
Reid Stowell
Junior Client Services Associate
Jamie Brynmor
Junior Client Services Associate
Administrative Professionals
Sheryl Lawson
Chief Financial Officer
Krisan Marotta
Portfolio Center Specialist
Wendy Saunders
Receptionist
Heather Kinrade
Paperwork Specialist