Our advisors

Kris Kasturi

Kris Kasturi

Private Wealth Advisor

Learn more about Kris Kasturi Visit Kris Kasturi's website
Abby Santiago

Abby Santiago

Financial Advisor

Managing Partner
Learn more about Abby Santiago Visit Abby Santiago's website
David Thompson

David Thompson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Thompson Visit David Thompson's website
John Joseph Lomba

John Joseph Lomba

Financial Advisor

Vice President
Learn more about John Joseph Lomba Visit John Joseph Lomba's website
Tracey Lovitz

Tracey Lovitz

Financial Advisor

Learn more about Tracey Lovitz Visit Tracey Lovitz's website
Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Learn more about Graham Edwards Visit Graham Edwards's website
Jarrod Shoemaker

Jarrod Shoemaker

Financial Advisor

Learn more about Jarrod Shoemaker Visit Jarrod Shoemaker's website
Matthew Deckman

Matthew Deckman

Financial Advisor

Financial Planning Specialist
Learn more about Matthew Deckman Visit Matthew Deckman's website
Jess Cook

Jess Cook

Financial Advisor

Learn more about Jess Cook Visit Jess Cook's website
Staci W Leonard

Staci W Leonard

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Staci W Leonard Visit Staci W Leonard's website
Paul Streeter

Paul Streeter

Financial Advisor

Learn more about Paul Streeter Visit Paul Streeter's website
Michael Testoni

Michael Testoni

Financial Advisor

Learn more about Michael Testoni Visit Michael Testoni's website

Our team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist,

Operations Specialist
Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Linda Sperando

Linda Sperando

Client Service Manager

Bobby Pastor

Bobby Pastor

Office Manager,

Operations Manager
Nicholas Lomba

Nicholas Lomba

Operations Specialist,

Client Service Coordinator
Robert Moritz

Robert Moritz

Operations Specialist

Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Victoria Conner

Victoria Conner

Operations Specialist,

Marketing Specialist
Joanna Deng

Joanna Deng

Operations Specialist,

Client Service Specialist