Our advisors

William A Morgan III

William A Morgan III

Private Wealth Advisor

Learn more about William A Morgan III
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
Warren Hardy

Warren Hardy

Financial Advisor

Learn more about Warren Hardy

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

Administrative Assistant,

Client Service Specialist

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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