Our advisors

Advisor photo for Gregory Schultze

Gregory Schultze

CFP®, CRPC, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Gregory Schultze Visit Gregory Schultze's website
Advisor photo for Patrick Mottley

Patrick Mottley

CFP®, CFA®, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patrick Mottley Visit Patrick Mottley's website
Advisor photo for Alexandra Keck

Alexandra Keck

CFP®, CRPC, APMA

Financial Advisor

Learn more about Alexandra Keck Visit Alexandra Keck's website


Our team

Lee Kalotta

Lee Kalotta

Operations 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

Preston Chartier

Preston Chartier

Intern

Adam Quinones

Adam Quinones

Client Service Specialist

Thomas Palumbo

Thomas Palumbo

Client Service Specialist

Eric Lobo

Eric Lobo

Financial Planning Analyst