Our advisors

Jose L Garcia

Jose L Garcia

Associate Financial Advisor

Learn more about Jose L Garcia
John Mikhael

John Mikhael

Associate Financial Advisor

Learn more about John Mikhael

Our team

Amy Alpert

Amy Alpert

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner
Tracy Dolan

Tracy Dolan

Client Relationship Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Jacqueline Miller

Jacqueline Miller

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Giovanna Casey

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Michelle Consoles

Michelle Consoles

Financial Planning Specialist

Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant

Joseph Murney

Financial Planning Specialist

Lauren Bauer

Lauren Bauer

Administrative Assistant

Donny Heenan

Donny Heenan

Operations Manager

Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Rebecca Wilson

Rebecca Wilson

Executive Assistant