close

Team photo
Team photo

View Larger


Our advisors

Ari Marc Frazer

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Ari Marc Frazer

Patrick T Wayman

CRPC

Private Wealth Advisor

Managing Director of Ashford Wealth Advisors
Learn more about Patrick T Wayman

Brian Callahan

APMA®, CRPC

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Brian Callahan

Steven Weisz

CRPC, APMA®

Financial Advisor

Learn more about Steven Weisz

Timothy Rudy

Financial Advisor

Learn more about Timothy Rudy

Joseph Pancerella

Financial Advisor

Learn more about Joseph Pancerella

Dennis Freedman

Financial Advisor

Learn more about Dennis Freedman

Michael Rama

CFP®, CRPC, APMA®

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Michael Rama

Matt Gaughan

JD, CFP®, AAMS

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Matt Gaughan

Steve Marciniak

CRPC

Financial Advisor

Managing Partner of Ashford Wealth Advisors
Learn more about Steve Marciniak Visit Steve Marciniak's website


Our team

Leslie Callahan

Leslie Callahan

Operations Director,

Paraplanner

Roles & Responsibilities

  • Leslie leads the Operations Team and is responsible for ensuring that your overall experience as a client is second to none. Leslie is also available to address any of your complex service needs.
View more
Katie O'Connor

Katie O'Connor

Client Relationship Manager

Roles & Responsibilities

  • As Client Relationship Manager, Katie works closely with our advisors and clients to ensure a seamless wealth management experience. Behind the scenes, she serves as a resource for account questions.
View more
Daniel Herring

Daniel Herring

Investment Specialist

Roles & Responsibilities

  • Dan analyzes markets, reviews portfolios, and assists advisors in building investment strategies for clients.
View more
Victoria A. Perno

Victoria A. Perno

Client Service Specialist

Roles & Responsibilities

  • Vicky helps ensure a smooth and welcoming client experience. She coordinates and schedules client meetings, manages incoming calls and assists with day-to-day account maintenance needs.
View more
Andreea Loder

Andreea Loder

Client Service Specialist

Roles & Responsibilities

  • Andreea helps ensure a smooth and welcoming client experience. She coordinates and schedules client meetings, manages incoming calls and assists with day-to-day account maintenance needs.
View more
Brett Ciocari

Brett Ciocari

Financial Planning Specialist

Roles & Responsibilities

  • Brett provides advisors with financial planning assistance, from information gathering to administrative support, for seamless client care.
View more