Our Mission: Provide financial advice that brings you confidence, simplicity, and success.

Our Core Values: Happiness, Integrity, Leadership, Family, and Security

We help our clients prepare for the certainty of uncertainty.


Our advisors

Jonathan Kuttin

Jonathan Kuttin

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Learn more about Jonathan Kuttin Visit Jonathan Kuttin's website
Evan Branfman

Evan Branfman

Private Wealth Advisor

Managing Director
Learn more about Evan Branfman Visit Evan Branfman's website
Aaron David Schenkman

Aaron David Schenkman

Financial Advisor

Managing Director
Learn more about Aaron David Schenkman Visit Aaron David Schenkman's website
Ashley Lang

Ashley Lang

Private Wealth Advisor

Managing Director
Learn more about Ashley Lang Visit Ashley Lang's website
Robert Whitehead

Robert Whitehead

Financial Advisor

Managing Director
Learn more about Robert Whitehead Visit Robert Whitehead's website
Eric W Szczurowski

Eric W Szczurowski

Financial Advisor

Managing Director
Learn more about Eric W Szczurowski Visit Eric W Szczurowski's website
Todd M Petraco

Todd M Petraco

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Todd M Petraco Visit Todd M Petraco's website
Margaret Capehart

Margaret Capehart

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Margaret Capehart Visit Margaret Capehart's website
David Dick

David Dick

Financial Advisor

Managing Partner
Learn more about David Dick Visit David Dick's website
Robert Campbell

Robert Campbell

Financial Advisor

Senior Vice President
Learn more about Robert Campbell Visit Robert Campbell's website
Michael Rossetti

Michael Rossetti

Financial Advisor

Senior Vice President
Learn more about Michael Rossetti Visit Michael Rossetti's website
Philip Howe

Philip Howe

Financial Advisor

Senior Vice President
Learn more about Philip Howe Visit Philip Howe's website
Charles Justino

Charles Justino

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Justino Visit Charles Justino's website
Bryan R Szczurowski

Bryan R Szczurowski

Financial Advisor

Managing Director
Learn more about Bryan R Szczurowski Visit Bryan R Szczurowski's website
Rob Piscatelli

Rob Piscatelli

Financial Advisor

Managing Director
Learn more about Rob Piscatelli Visit Rob Piscatelli's website
Scott Braun

Scott Braun

Financial Advisor

Chartered Financial Analyst®
Learn more about Scott Braun Visit Scott Braun's website
Harry Armon

Harry Armon

Financial Advisor

Insurance Specialist
Learn more about Harry Armon Visit Harry Armon's website
Eric Dieckhoff

Eric Dieckhoff

Financial Advisor

Learn more about Eric Dieckhoff Visit Eric Dieckhoff's website
Richard Kenna

Richard Kenna

Financial Advisor

Learn more about Richard Kenna Visit Richard Kenna's website
Gary Symansky

Gary Symansky

Financial Advisor

Managing Director
Learn more about Gary Symansky Visit Gary Symansky's website
Jaan Ruga

Jaan Ruga

Financial Advisor

Senior Vice President
Learn more about Jaan Ruga Visit Jaan Ruga's website
Robert Francis

Robert Francis

Financial Advisor

Senior Vice President
Learn more about Robert Francis Visit Robert Francis's website
John P Rowan

John P Rowan

Financial Advisor

Financial Advisor
Learn more about John P Rowan Visit John P Rowan's website
Daniel Hohenberg

Daniel Hohenberg

Financial Advisor

Senior Vice President
Learn more about Daniel Hohenberg Visit Daniel Hohenberg's website
Bob Davis

Bob Davis

Financial Advisor

Senior Vice President
Learn more about Bob Davis Visit Bob Davis's website
Ed Ryan

Ed Ryan

Financial Advisor

Learn more about Ed Ryan Visit Ed Ryan's website

Our team

Elaine Guerrera

Elaine Guerrera

Client Concierge

Chris Klampfer

Chris Klampfer

Business Development Director

Personal Intro

Chris earned his Master's Degree in Accounting and his undergraduate degree in Business Administration from the University of Scranton. He began his career in the hospitality industry and quickly became the managing partner of two restaurants on Long Island. Chris later became one of the founding partners of a private equity real estate fund and in 2013, transitioned to Ameriprise Financial as a financial advisor.

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Lisa Caravella

Lisa Caravella

Paraplanner,

Practice Manager

Personal Intro

Lisa earned her BBA from Hofstra University. She has been with Ameriprise since 1997. She is responsible for client satisfaction, paperwork transactions, and overseeing the accuracy of the transactions. Lisa has recently obtained her Series 7 and 63 licenses to further enhance her ability to service our clients. Lisa is also the notary public for our office. She is married with two children, Jack, 8, and Abigail, 4. Lisa

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Christa Lawson

Christa Lawson

Executive Assistant,

Office Manager

Personal Intro

Christa earned her BS in Business Administration from Concordia College. Christa has been with Ameriprise since 2010. After working at IBM, she came to Ameriprise with 21 years of experience in customer service. Christa is the client interface for Evan Branfman’s practice and is responsible for client satisfaction, administrative duties, and licensing requirements. She is married with two children, Samantha, 15, and Max.

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Matthew Murphy

Matthew Murphy

Client Service Manager,

Business Development Specialist
Gaytha Soderstrom-Bailey

Gaytha Soderstrom-Bailey

Practice Manager

Rachel Couch

Rachel Couch

Financial Planning Specialist

Beverly Adams

Beverly Adams

Business Development Manager

Keriann O’Keefe

Keriann O’Keefe

Client Service Manager

Ashley Morrone

Ashley Morrone

Client Service Manager,

Event Planner
Margaret Lynch

Margaret Lynch

Client Service Specialist

Scott Hlatky

Scott Hlatky

Business Development Manager,

Marketing Manager
Dianne Meadows

Dianne Meadows

Client Service Manager

Personal Intro

Dianne has been in the role of Office Assistant since August 2006. Prior to that time, she was in the Mortgage Banking. In her free time, she enjoys spending time with her husband of 37 years, daughter and grandson.

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Brittany Todeschini

Brittany Todeschini

Paraplanner,

Financial Planning Assistant
Cristian Rodriguez

Cristian Rodriguez

Client Service Manager

Joseph Greco

Joseph Greco

Business Development Specialist

Ben Gutierrez

Ben Gutierrez

Administrative Assistant

Mary Rowell

Mary Rowell

Administrative Assistant

Matthew Posch

Matthew Posch

Paraplanner,

Client Service Specialist