Our advisors

Gregory Schultze

CFP®, CRPC, APMA

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

Kimberly Mitchell

APMA

Financial Advisor

Learn more about Kimberly Mitchell Visit Kimberly Mitchell's website

Scott Schlacks

APMA, CRPC

Financial Advisor

Learn more about Scott Schlacks Visit Scott Schlacks's website


Our team

Lee Kalotta

Lee Kalotta

Business Development Director

Scott Selfa

Scott Selfa

Investment Manager

Qualifications

  • APMA®
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Christina Rupp

Christina Rupp

Paraplanner

Tanya Rivera

Tanya Rivera

Administrative Assistant

Alex Van Steenhuyse

Alex Van Steenhuyse

Financial Planning Analyst

Eric Lobo

Eric Lobo

Financial Planning Analyst

Adam Quinones

Adam Quinones

Client Service Specialist

Thomas Palumbo

Thomas Palumbo

Client Service Specialist

Preston Chartier

Preston Chartier

Financial Planning Specialist