Our advisors

William A Morgan III

William A Morgan III

Private Wealth Advisor

Learn more about William A Morgan III Visit William A Morgan III's website
Robert Gildea

Robert Gildea

Financial Advisor

Learn more about Robert Gildea
Matthew Dunphy

Matthew Dunphy

Financial Advisor

Learn more about Matthew Dunphy
Larry T Singer

Larry T Singer

Financial Advisor

Learn more about Larry T Singer
Michael Briel

Michael Briel

Financial Advisor

Learn more about Michael Briel Visit Michael Briel's website

Our team

Vicki Wailgum

Vicki Wailgum

Office Manager

Roles & Responsibilities

  • Over 18 years in the financial industry supporting Financial Advisors.
  • Manages behind the scenes work for the team.
  • Manages the team website.
  • Works with clients on insurance applications.
  • Ensures advisors are licensed.
  • Schedules client appointments.
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Sharon Ruiz

Sharon Ruiz

Financial Planning Specialist

Roles & Responsibilities

  • Supports the financial planning team with account service work.
  • Fulfills client requests for money movement, trades, account transfers, charitable giving and more.
  • Works with the advisors to develop marketing and community outreach activities.
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Susan Mease

Susan Mease

Paraplanner

Qualifications

  • MBA Marketing - University of Phoenix

Roles & Responsibilities

  • Executes trades agreed upon between the client and their financial advisor.
  • Works with the financial advisor and the clients on day-by-day needs.
  • Based on notes of conversation between financial advisor and the client crafts communication for client review.
  • Works with clients on insurance and annuity applications.
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Terra Serpico

Terra Serpico

Client Service Specialist

Roles & Responsibilities

  • With 12 years in the financial industrusty supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Prepares client meeting folders for the Advisors.
  • Works with the Financial Advisor and clients on day-by-day needs.
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Rita Mahaffey

Rita Mahaffey

Office Manager

Roles & Responsibilities

  • Over 17 years in the financial industry supporting Financial Advisors.
  • Greets clients, answers telephones and schedules client appointments.
  • Manages behind the scenes paperwork for Financial Advisors.
  • Completes client request for money movement transactions, account transfers, new account paperwork and Estate Settlement paperwork.
  • Provides notarial services in the office.
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