With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Gregory Schultze

CFP®, CRPC, APMA, CEPA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Gregory Schultze Visit Gregory Schultze's website

Patrick Mottley

CFP®, CFA®, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patrick Mottley Visit Patrick Mottley's website

Alexandra Keck

CFP®, CRPC, APMA

Financial Advisor

Learn more about Alexandra Keck Visit Alexandra Keck's website

Caroline R Dwyer

APMA

Financial Advisor

Operations Director
Learn more about Caroline R Dwyer Visit Caroline R Dwyer's website


Our team

Lee Kalotta

Lee Kalotta

Business Development Director

Scott Selfa

Scott Selfa

Investment Manager,

Chartered Financial Analyst®

Qualifications

  • CFA®

  • APMA®

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Christina Rupp

Christina Rupp

Paraplanner

Tanya Rivera

Tanya Rivera

Executive Assistant

Alex Van Steenhuyse

Alex Van Steenhuyse

Financial Planning Analyst

Adam Quinones

Adam Quinones

Office Manager,

Event Planner
Thomas Palumbo

Thomas Palumbo

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA®

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Preston Chartier

Preston Chartier

Financial Planning Specialist

Amber Weber

Amber Weber

Financial Planning Analyst

Matthew Orta

Matthew Orta

Financial Planning Analyst