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

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

We help our clients prepare for the certainty of uncertainty.


Our advisors

Jonathan Kuttin

CRPC, AAMS, AWMA, CMFC, CRPS, APMA

Private Wealth Advisor

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

Evan Branfman

CRPC, AAMS, AWMA, CMFC, CRPS, APMA

Private Wealth Advisor

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

Aaron David Schenkman

APMA

Financial Advisor

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

Ashley Lang

CRPC, APMA

Private Wealth Advisor

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

Eric W Szczurowski

CFP®, BFA, APMA, CAS©, CFS®, RFC®, CEPA®

Private Wealth Advisor

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

Jason T Ice

CFP®, CMFC, CRPC, AWMA, AAMS, APMA

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Jason T Ice Visit Jason T Ice's website

Margaret Capehart

CFP®, APMA

Private Wealth Advisor

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

David Dick

APMA

Financial Advisor

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

Ethan Wayne Hooper

CFP®, APMA

Financial Advisor

Learn more about Ethan Wayne Hooper Visit Ethan Wayne Hooper's website

Mark Rasner

CFP®, BFA, ChFC®, CASL®, APMA

Private Wealth Advisor

Learn more about Mark Rasner Visit Mark Rasner's website

Claire K Fitz

CFP®, CDFA®, APMA, CSRIC®

Private Wealth Advisor

Managing Director of Kuttin Wealth Management
Learn more about Claire K Fitz Visit Claire K Fitz's website

Robert Campbell

CFP®, APMA

Financial Advisor

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

John Gleeson

MSFS, CFP®, ChFC®, CEPA®

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about John Gleeson Visit John Gleeson's website

Michael Rossetti

AAMS, APMA

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Michael Rossetti Visit Michael Rossetti's website

Todd M Petraco

CFP®

Private Wealth Advisor

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

Scott Braun

CFA®, APMA

Private Wealth Advisor

Chief Investment Officer of Kuttin Wealth Management
Learn more about Scott Braun Visit Scott Braun's website

Dane A Wilson

APMA

Financial Advisor

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

Richard Kenna

CRPC, APMA

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Richard Kenna Visit Richard Kenna's website

Gregory Colin Parsons

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gregory Colin Parsons Visit Gregory Colin Parsons's website

Daniel Peterson

CEPA®

Financial Advisor

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

Cathy Wear

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Cathy Wear Visit Cathy Wear's website

Carey Ann Freimuth

CFA®, AIF®

Financial Advisor

Chief Investment Officer of Kuttin Wealth Management
Learn more about Carey Ann Freimuth Visit Carey Ann Freimuth's website

Alan Barlow

CRPC, APMA

Private Wealth Advisor

Managing Partner of Kuttin Wealth Management
Learn more about Alan Barlow Visit Alan Barlow's website

Robert Whitehead

MBA

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Robert Whitehead Visit Robert Whitehead's website

Jaan Ruga

APMA

Financial Advisor

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

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

Rudy Molnar

CFP®, CRPC, CFS®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Rudy Molnar Visit Rudy Molnar's website

Craig B Eastwood

BFA, APMA, RFC®, CRPC

Financial Advisor

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

Carolyn Smith-LoGiudice

BFA, APMA, CRPC

Private Wealth Advisor

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

Larry Sienkiewicz

APMA

Financial Advisor

Learn more about Larry Sienkiewicz Visit Larry Sienkiewicz's website

Howard K Bellet

MBA, CFP®, CRPC

Financial Advisor

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

Charles Justino

CFP®

Financial Advisor

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

Anthony Ghiglieri

APMA, CRPC

Financial Advisor

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

Daniel Hohenberg

CRPC

Financial Advisor

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

Rachel Couch

APMA, CRPC

Private Wealth Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about Rachel Couch Visit Rachel Couch's website

Sung Moo Cho

Financial Advisor

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

Doug Stone

CFP®, APMA

Financial Advisor

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

J Carrell

BFA, APMA, CRPC

Private Wealth Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about J Carrell Visit J Carrell's website

Darrin Bradley

APMA, AWMA

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Darrin Bradley Visit Darrin Bradley's website

Justin DiPasquale

CRPC, APMA

Financial Advisor

Managing Director of Kuttin Wealth Management
Learn more about Justin DiPasquale Visit Justin DiPasquale's website

Connell Lee

APMA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Connell Lee Visit Connell Lee's website

Leonard Stadtmueller

APMA

Financial Advisor

Learn more about Leonard Stadtmueller Visit Leonard Stadtmueller's website

William Perryman

APMA, CRPC

Financial Advisor

Learn more about William Perryman Visit William Perryman's website

Glenn Palmitessa

CFP®

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Glenn Palmitessa Visit Glenn Palmitessa's website

Robert Francis

Financial Advisor

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

Mark Ward

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Mark Ward Visit Mark Ward's website

Nicholas Loehle

APMA

Financial Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about Nicholas Loehle Visit Nicholas Loehle's website

Michael Fiazzo

APMA, AWMA

Financial Advisor

Investment Specialist
Learn more about Michael Fiazzo Visit Michael Fiazzo's website

Robert Van Leer

APMA, CFA®

Financial Advisor

Investment Manager
Learn more about Robert Van Leer Visit Robert Van Leer's website

Justin Creighton

CFP®, APMA

Private Wealth Advisor

Associate Vice President of Kuttin Wealth Management
Learn more about Justin Creighton Visit Justin Creighton's website

Dylan Krieg

CRPC, APMA

Financial Advisor

Learn more about Dylan Krieg Visit Dylan Krieg's website

Eric Schneider

CFP®, APMA

Financial Advisor

Learn more about Eric Schneider Visit Eric Schneider's website

Michael Bartolotta

APMA

Financial Advisor

Learn more about Michael Bartolotta Visit Michael Bartolotta's website

Kurtis Shotts

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kurtis Shotts Visit Kurtis Shotts's website

Edward Zdolshek

APMA, CRPC

Financial Advisor

Learn more about Edward Zdolshek Visit Edward Zdolshek's website

Doug Wilks

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Doug Wilks Visit Doug Wilks's website

Cody Perkov

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cody Perkov Visit Cody Perkov's website

Mark Colvin

CFP®, BFA, CLU®, ChFC®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Mark Colvin Visit Mark Colvin's website

Christopher Feutz

CFP®, BFA, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher Feutz Visit Christopher Feutz's website

Terry W Howard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Terry W Howard Visit Terry W Howard's website

Gordon S Shalek

CFP®, CLU®

Private Wealth Advisor

Chartered Life Underwriter®
Learn more about Gordon S Shalek Visit Gordon S Shalek's website

Brooke C Rose

APMA

Financial Advisor

Learn more about Brooke C Rose Visit Brooke C Rose's website

Brian Conlon

APMA

Financial Advisor

Learn more about Brian Conlon Visit Brian Conlon's website

Andrew Meyer Horowitz

CFP®, MBA

Financial Advisor

Learn more about Andrew Meyer Horowitz Visit Andrew Meyer Horowitz's website

Rick H Koff

CFP®, MSFS, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Rick H Koff Visit Rick H Koff's website

Leo DeBlasio

BFA, APMA

Financial Advisor

Learn more about Leo DeBlasio Visit Leo DeBlasio's website

Anthony Johnson

CEPA®, CLTC®

Financial Advisor

Learn more about Anthony Johnson Visit Anthony Johnson's website

Jennifer Vigil

APMA

Financial Advisor

Learn more about Jennifer Vigil Visit Jennifer Vigil's website

Thomas L Reardon

Private Wealth Advisor

Franchise Owner
Learn more about Thomas L Reardon Visit Thomas L Reardon's website

Timothy McCleerey

CRPC

Financial Advisor

Learn more about Timothy McCleerey Visit Timothy McCleerey's website

Rob Schneider

CFP®, MBA, CRPC, APMA

Financial Advisor

Investment Specialist
Learn more about Rob Schneider Visit Rob Schneider's website

Jennifer Doherty

CRPS

Financial Advisor

Chartered Retirement Plans Specialist™
Learn more about Jennifer Doherty Visit Jennifer Doherty's website

Nicholas T O'Gwin

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicholas T O'Gwin Visit Nicholas T O'Gwin's website

Michael R Misner

CFP®, MBA, APMA, CLU®, ChFC®, CMFC, CRPC, CDFA®

Private Wealth Advisor

Learn more about Michael R Misner Visit Michael R Misner's website

Matthew V Poteete

APMA, CAP®

Financial Advisor

Learn more about Matthew V Poteete Visit Matthew V Poteete's website

Lisa Johnson

MBA, APMA

Associate Financial Advisor

Learn more about Lisa Johnson Visit Lisa Johnson's website

Joseph A Giardino

APMA

Financial Advisor

Vice President of Kuttin Wealth Management
Learn more about Joseph A Giardino Visit Joseph A Giardino's website

Hallett Gates

MBA, APMA

Financial Advisor

Learn more about Hallett Gates Visit Hallett Gates's website

Fran Rubinstein

MBA

Financial Advisor

Senior Vice President of Kuttin Wealth Management
Learn more about Fran Rubinstein Visit Fran Rubinstein's website

David Yawitz

CRPC

Associate Financial Advisor

Learn more about David Yawitz Visit David Yawitz's website

Dale Schenewerk

Financial Advisor

Franchise Owner
Learn more about Dale Schenewerk Visit Dale Schenewerk's website

Collin Krieg

APMA

Associate Financial Advisor

Learn more about Collin Krieg Visit Collin Krieg's website

Carl Husmann

CFP®, CRPC, AAMS, APMA

Financial Advisor

Learn more about Carl Husmann Visit Carl Husmann's website

Zachary Small

Associate Financial Advisor

Learn more about Zachary Small Visit Zachary Small's website


Our team

Jacob Dunlap

Jacob Dunlap

Operations Director,

President of Kuttin Wealth Management
John Wellington

John Wellington

Operations Director,

Chief Operating Officer of Kuttin Wealth Management
Kristina Adamson

Kristina Adamson

Operations Director,

Chief Marketing Officer of Kuttin Wealth Management
Philip Wentzel

Philip Wentzel

Operations Manager,

Chief Financial Officer of Kuttin Wealth Management
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.

Qualifications

  • MSA
  • AWMA®
  • CRPC®
  • CAS®
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Matthew Johnson

Matthew Johnson

Financial Planning Specialist,

Operations Director
Joseph Minnich

Joseph Minnich

Operations Director

Christa Lawson

Christa Lawson

Executive Assistant,

Office Manager
Diane Brandes

Diane Brandes

Executive Assistant,

Human Resource Manager of Kuttin Wealth Management
Scott Hlatky

Scott Hlatky

Business Development Director

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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Gaytha Bailey

Gaytha Bailey

Practice Manager

Sean Kuttin

Sean Kuttin

Business Development Specialist

Brittany Todeschini

Brittany Todeschini

Paraplanner,

Financial Planning Assistant
Nicole Moore

Nicole Moore

Operations Specialist,

Client Service Specialist
Jan Zinn

Jan Zinn

Paraplanner,

Client Service Specialist
Kevin Gravley

Kevin Gravley

Paraplanner

Jennifer Rueb

Jennifer Rueb

Receptionist

Jodie Hoglund

Jodie Hoglund

Insurance Specialist,

Client Service Specialist
Tannie Jobe

Tannie Jobe

Operations Specialist

Tiffany Klenk

Tiffany Klenk

Client Service Manager

Kimberly Parker

Kimberly Parker

Operations Specialist

Salina Gleeson

Salina Gleeson

Client Service Specialist,

Paraplanner
Ian Rubin

Ian Rubin

Paraplanner

Gavin Moran

Gavin Moran

Investment Specialist

Kerry Hegarty

Kerry Hegarty

Client Service Coordinator

Zachary Gehman

Zachary Gehman

Financial Planning Assistant

Krista Manoppello

Krista Manoppello

Operations Director

Shannon Sipes

Shannon Sipes

Operations Manager,

Paraplanner
Nicole Zandi

Nicole Zandi

Client Service Specialist

Gianna Reimer

Gianna Reimer

Practice Manager

Austin Hogan

Austin Hogan

Paraplanner

Alicea White

Alicea White

Client Service Coordinator

Brittany May

Brittany May

Administrative Assistant

Maureen Sass

Maureen Sass

Client Service Coordinator

Brendan Whitehead

Brendan Whitehead

Client Service Coordinator

Donelle Meyer

Donelle Meyer

Client Service Coordinator

Janet Green

Janet Green

Practice Manager

Stephanie Volbright

Stephanie Volbright

Financial Planning Specialist

Mari Ferro

Mari Ferro

Office Manager,

Client Service Specialist
Amber Utecht

Amber Utecht

Practice Manager

Nancy O'Gwin

Nancy O'Gwin

Client Relationship Manager,

Office Manager
Dan Andrews

Dan Andrews

Paraplanner

Patricia Ball

Patricia Ball

Operations Specialist

Candace Penders

Candace Penders

Client Service Specialist

Tucker Snyder

Tucker Snyder

Paraplanner

Emily Johnson

Emily Johnson

Client Service Specialist

Alexandra Sunley

Alexandra Sunley

Client Service Specialist

Yessica Turcios

Yessica Turcios

Administrative Assistant

Jane E. Tipton

Jane E. Tipton

Office Manager

Jason Woodall

Jason Woodall

Practice Manager

Amy Blair

Amy Blair

Client Concierge

Ken Cracchiola

Ken Cracchiola

Paraplanner

Jennifer Hoder

Jennifer Hoder

Insurance Specialist

Jay Hutcherson

Jay Hutcherson

Paraplanner

Belinda Jacob

Belinda Jacob

Client Concierge

William Jennings

William Jennings

Paraplanner

Camille Kelton

Camille Kelton

Paraplanner

Caroline Kirbish

Caroline Kirbish

Client Service Coordinator

Anita Maberry

Anita Maberry

Marketing Specialist,

Event Planner
Ashley McNeely

Ashley McNeely

Paraplanner

Jessica Porter McNitt

Jessica Porter McNitt

Administrative Assistant

Caleb Milsow

Caleb Milsow

Client Service Coordinator

Kate Montalbano

Kate Montalbano

Financial Planning Assistant

Victoria Morin

Victoria Morin

Client Service Specialist

Cooper Newsome

Cooper Newsome

Client Service Coordinator

Gabriella Pawelek

Gabriella Pawelek

Operations Specialist

Ketty Polo

Ketty Polo

Client Concierge

Mary Rowell

Mary Rowell

Executive Assistant

Denise Siggins

Denise Siggins

Client Service Manager

Katelyn Stone

Katelyn Stone

Administrative Assistant

Pamela Vanderhoof

Pamela Vanderhoof

Client Concierge

Katie Wethington

Katie Wethington

Paraplanner

Anthony Balsamo

Anthony Balsamo

Business Development Specialist

Jack Biestek

Jack Biestek

Business Development Specialist

Jordan Schenkman

Jordan Schenkman

Business Development Specialist

Robert Varello

Robert Varello

Business Development Specialist

Kristal Wall

Kristal Wall

Client Concierge

April Mathison

April Mathison

Client Service Coordinator

Russ DiGrigoli

Russ DiGrigoli

Paraplanner

Matthew Cohen

Matthew Cohen

Client Concierge

JT Carradice

JT Carradice

Business Development Specialist

Amanda Zhang

Amanda Zhang

Client Service Specialist