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

CRPC®, AAMS®, AWMA®, CMFC®, CRPS®

Private Wealth Advisor

Chief Executive Officer of Kuttin Wealth Management
Learn more about Jonathan Kuttin Visit Jonathan Kuttin's website
Jacob Dunlap

Jacob Dunlap

CRPC®

Financial Advisor

President of Kuttin Wealth Management
Learn more about Jacob Dunlap Visit Jacob Dunlap's website
Evan Branfman

Evan Branfman

CRPC®, AAMS®, AWMA®, CMFC®, CFS®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Evan Branfman Visit Evan Branfman's website
Aaron David Schenkman

Aaron David Schenkman

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Aaron David Schenkman Visit Aaron David Schenkman's website
Ashley Lang

Ashley Lang

CRPC®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Learn more about Ashley Lang Visit Ashley Lang's website
Eric W Szczurowski

Eric W Szczurowski

CFP®, APMA®, BFA, CAS©, CFS®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Eric W Szczurowski Visit Eric W Szczurowski's website
Robert Whitehead

Robert Whitehead

MBA

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Robert Whitehead Visit Robert Whitehead's website
Jason T Ice

Jason T Ice

CFP®, AAMS®, AWMA®, CMFC®, CRPC®

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Jason T Ice Visit Jason T Ice's website
Margaret Capehart

Margaret Capehart

CFP®, APMA®

Private Wealth Advisor

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

David Dick

Financial Advisor

Managing Partner of Kuttin Wealth Management
Learn more about David Dick Visit David Dick's website
Claire Kemp Fitz

Claire Kemp Fitz

CFP®, CDFA®

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Claire Kemp Fitz Visit Claire Kemp Fitz's website
Robert Campbell

Robert Campbell

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Robert Campbell Visit Robert Campbell's website
Michael Rossetti

Michael Rossetti

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Michael Rossetti Visit Michael Rossetti's website
Kimberly Clark

Kimberly Clark

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Kimberly Clark Visit Kimberly Clark's website
Philip Howe

Philip Howe

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Philip Howe Visit Philip Howe's website
Todd M Petraco

Todd M Petraco

CFP®, ChFC®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Learn more about Todd M Petraco Visit Todd M Petraco's website
Charles Justino

Charles Justino

CFP®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Charles Justino Visit Charles Justino's website
Scott Braun

Scott Braun

Financial Advisor

Chartered Financial Analyst®
Learn more about Scott Braun Visit Scott Braun's website
Eric Dieckhoff

Eric Dieckhoff

Financial Advisor

Learn more about Eric Dieckhoff Visit Eric Dieckhoff's website
Dane A Wilson

Dane A Wilson

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Dane A Wilson Visit Dane A Wilson's website
Richard Kenna

Richard Kenna

CRPC®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Richard Kenna Visit Richard Kenna's website
Cathy Wear

Cathy Wear

CRPC®

Financial Advisor

Managing Director
Learn more about Cathy Wear Visit Cathy Wear's website
Jaan Ruga

Jaan Ruga

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Jaan Ruga Visit Jaan Ruga's website
John P Rowan

John P Rowan

MBA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about John P Rowan Visit John P Rowan's website
Alexander Joseph

Alexander Joseph

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Alexander Joseph Visit Alexander Joseph's website
Steve Tawadrous

Steve Tawadrous

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Steve Tawadrous Visit Steve Tawadrous's website
Craig B Eastwood

Craig B Eastwood

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Craig B Eastwood Visit Craig B Eastwood's website
Gary Symansky

Gary Symansky

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Gary Symansky Visit Gary Symansky's website
Larry Sienkiewicz

Larry Sienkiewicz

Financial Advisor

Learn more about Larry Sienkiewicz Visit Larry Sienkiewicz's website
Carolyn Smith-LoGiudice

Carolyn Smith-LoGiudice

Financial Advisor

Learn more about Carolyn Smith-LoGiudice Visit Carolyn Smith-LoGiudice's website
Anthony Ghiglieri

Anthony Ghiglieri

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Anthony Ghiglieri Visit Anthony Ghiglieri's website
Kenneth Lee Rapp

Kenneth Lee Rapp

CFP®, BFA, AAMS®, APMA®, CEPA®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Kenneth Lee Rapp Visit Kenneth Lee Rapp's website
Daniel Hohenberg

Daniel Hohenberg

CRPC®

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Daniel Hohenberg Visit Daniel Hohenberg's website
Robert Francis

Robert Francis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Robert Francis Visit Robert Francis's website
Bob Davis

Bob Davis

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Bob Davis Visit Bob Davis's website
Sung Moo Cho

Sung Moo Cho

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Sung Moo Cho Visit Sung Moo Cho's website
Rachel Couch

Rachel Couch

Financial Advisor

Learn more about Rachel Couch Visit Rachel Couch's website
Jason Bailey

Jason Bailey

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Jason Bailey Visit Jason Bailey's website
Doug Stone

Doug Stone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Doug Stone Visit Doug Stone's website
Rob Piscatelli

Rob Piscatelli

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Rob Piscatelli Visit Rob Piscatelli's website
Daniel Peterson

Daniel Peterson

Financial Consultant

Financial Planning Specialist
Learn more about Daniel Peterson Visit Daniel Peterson's website

Jessica Maureen Champion

RICP®

Financial Advisor

Learn more about Jessica Maureen Champion Visit Jessica Maureen Champion's website
Carey Ann Freimuth

Carey Ann Freimuth

CFA®, AIF®

Financial Advisor

Learn more about Carey Ann Freimuth Visit Carey Ann Freimuth's website
Lawrence Teichman

Lawrence Teichman

CFP®

Financial Advisor

Learn more about Lawrence Teichman Visit Lawrence Teichman's website
Howard K Bellet

Howard K Bellet

MBA, CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Howard K Bellet Visit Howard K Bellet's website
Everard Corcoran

Everard Corcoran

CFP®

Financial Advisor

Learn more about Everard Corcoran Visit Everard Corcoran's website

Suzan Ross

CPA, PFS

Financial Advisor

Learn more about Suzan Ross Visit Suzan Ross's website
Anthony S Lesica

Anthony S Lesica

CFP®, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony S Lesica Visit Anthony S Lesica's website

Our team

John Wellington

John Wellington

Operations Director,

Chief Operating Officer
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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Scott Hlatky

Scott Hlatky

Business Development Manager

Joseph Greco

Joseph Greco

Business Development Manager,

Operations Manager

Personal Intro

Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph has been with Ameriprise since 2013 where he acts as one of our firm’s main relationship managers working closely with our CPA and attorney partners to ensure our mutual clients are receiving the best experience possible. Joseph also manages the firm’s virtual events and well as leads the initiative for the firm’s CRM integration.

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Matthew Murphy

Matthew Murphy

Client Service Manager,

Business Development Specialist
Keriann O’Keefe

Keriann O’Keefe

Client Service Manager

Margaret Lynch

Margaret Lynch

Client Service Specialist

Brittany Todeschini

Brittany Todeschini

Paraplanner,

Financial Planning Assistant
Cristian Rodriguez

Cristian Rodriguez

Client Service Manager

Craig Pitz

Craig Pitz

Paraplanner

Matthew Posch

Matthew Posch

Paraplanner,

Client Service Specialist
Gaytha Soderstrom-Bailey

Gaytha Soderstrom-Bailey

Practice Manager

Beverly Adams

Beverly Adams

Business Development Manager

Rachel Couch

Rachel Couch

Financial Planning Specialist

Ben Gutierrez

Ben Gutierrez

Administrative Assistant

Mary Rowell

Mary Rowell

Administrative Assistant

Alissa Shimanski

Alissa Shimanski

Business Development Director,

Practice Manager
Nicole Moore

Nicole Moore

Operations Specialist,

Client Service Specialist
Jan Zinn

Jan Zinn

Paraplanner,

Client Service Specialist
Jack Silverman

Jack Silverman

Client Service Specialist

Matthew Wasp

Matthew Wasp

Paraplanner

Sean Touhy

Sean Touhy

Paraplanner

Kevin Gravley

Kevin Gravley

Paraplanner

Dylan Krieg

Dylan Krieg

Paraplanner

Bradley Cooke

Bradley Cooke

Paraplanner

Devin Hall

Devin Hall

Client Service Specialist

Michael Mollura

Michael Mollura

Paraplanner

Mariah Garten

Mariah Garten

Client Service Coordinator

Matthew Simone

Matthew Simone

Client Service Coordinator

Christine Dawson

Christine Dawson

Receptionist

Stephanie Snopel

Client Service Manager

Beth Kotowski

Client Service Manager