Skyeburst Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Skyeburst Wealth Management
Team photo for Skyeburst Wealth Management

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Advisors

Advisor photo for Daniel T Wilson

Daniel T Wilson

CFP®, ChFC®, CLU®

Private Wealth Advisor

Visit Daniel T Wilson's website
Advisor photo for Jaime Barnes

Jaime Barnes

CFP®, CDFA®

Private Wealth Advisor

Visit Jaime Barnes's website
Advisor photo for Jacqueline Blau

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Visit Jacqueline Blau's website
Advisor photo for Trevor Carroll

Trevor Carroll

CFP®, APMA®

Financial Advisor

Visit Trevor Carroll's website
Advisor photo for Andrew Conaty

Andrew Conaty

CFP®, APMA®

Financial Advisor

Investment Specialist
Visit Andrew Conaty's website
Advisor photo for John Tyler Corcoran

John Tyler Corcoran

CFP®, APMA®

Financial Advisor

Visit John Tyler Corcoran's website
Advisor photo for Mary Catherine Costa

Mary Catherine Costa

CFP®, MS, APMA®, CMFC, CDFA®, CRPC, MPAS

Financial Advisor

Business Development Manager
Visit Mary Catherine Costa's website
Advisor photo for Christine DelBrocco

Christine DelBrocco

CRPC, APMA®

Financial Advisor

Visit Christine DelBrocco's website
Advisor photo for Benjamin Filmore

Benjamin Filmore

ChFC®, APMA®

Financial Advisor

Visit Benjamin Filmore's website
Advisor photo for Mary E Incera

Mary E Incera

APMA®

Associate Financial Advisor

Investment Specialist
Visit Mary E Incera's website
Advisor photo for Alexander Kezer

Alexander Kezer

CFP®, CMFC, APMA®

Financial Advisor

Visit Alexander Kezer's website
Advisor photo for Daniel J Marean

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

Visit Daniel J Marean's website
Advisor photo for Kaitlyn OConnell

Kaitlyn OConnell

APMA®, ChFC®

Financial Advisor

Visit Kaitlyn OConnell's website
Advisor photo for Kevin Plodzik

Kevin Plodzik

APMA®

Associate Financial Advisor

Investment Manager
Visit Kevin Plodzik's website
Advisor photo for Paul Romano

Paul Romano

MBA, CRPC, APMA®

Financial Advisor

Visit Paul Romano's website
Advisor photo for Ashley Smelser

Ashley Smelser

APMA®

Financial Advisor

Visit Ashley Smelser's website
Advisor photo for Joshua Sokol

Joshua Sokol

CFP®, APMA®

Private Wealth Advisor

Visit Joshua Sokol's website
Advisor photo for Jaclyn Stanley

Jaclyn Stanley

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jaclyn Stanley's website
Advisor photo for Ryan Stefens

Ryan Stefens

CFP®, APMA®

Financial Advisor

Visit Ryan Stefens's website
Advisor photo for Jennifer Ann Taber

Jennifer Ann Taber

APMA®, CMFC

Associate Financial Advisor

Operations Director
Visit Jennifer Ann Taber's website


Team

Kelley Barsamian

Kelley Barsamian

Client Relationship Director

Meredith Berke

Meredith Berke

Client Relationship Manager

Kristen Commander

Kristen Commander

Business Development Manager

Joe Dolan APMA®

Joe Dolan APMA®

Financial Planning Analyst

Cindi Gresh

Cindi Gresh

Business Development Manager

Jill Herrick

Jill Herrick

Human Resources Director

Deborah Kennedy

Deborah Kennedy

Client Relationship Manager

Leslie MacDonald

Leslie MacDonald

Client Relationship Manager

Matt Mauro

Matt Mauro

Operations Specialist

Alexis McKenna

Alexis McKenna

Marketing Director

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer of Skyeburst Wealth Management
Lauryn Murray

Lauryn Murray

Marketing Specialist

Jackson Odams APMA®

Jackson Odams APMA®

Operations Specialist

Qualifications

  • Jackson Odams APMA®

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Pamela Oppenheim

Pamela Oppenheim

Financial Planning Analyst

Emily Rome

Emily Rome

Financial Planning Manager

Staci Saks

Staci Saks

Operations Manager

Jean St. Pierre CFP®

Jean St. Pierre CFP®

Business Development Director

Robin Thevenot

Robin Thevenot

Financial Planning Analyst

Marco Tieri

Marco Tieri

Financial Planning Analyst

Jenn Wilson

Jenn Wilson

Operations Specialist,

Chief Financial Officer of Skyeburst Wealth Management
Madison Jackson

Madison Jackson

Intern

Kayla Herrick

Kayla Herrick

Intern

Nataliya Orbite APMA®

Nataliya Orbite APMA®

Investment Specialist

Qualifications

  • AMPA

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