Our advisors

Our team

Stacie Cartagena

Stacie Cartagena

Operations Manager

Kristen Furlotte

Kristen Furlotte

Client Service Coordinator

Lori Baxter

Lori Baxter

Client Concierge,

Event Planner
Daniel Milnamow

Daniel Milnamow

Investment Manager,

CERTIFIED FINANCIAL PLANNER™ professional
Natasha Lennon, CFP

Natasha Lennon, CFP

Financial Planning Specialist,

Paraplanner
Thomas Walsh

Thomas Walsh

Client Service Manager,

Paraplanner
Amber Jones

Amber Jones

Client Service Manager

Chance Smeznik

Chance Smeznik

Financial Planning Specialist

Rebecca Bommarito

Client Service Coordinator

Carol Balagur

Carol Balagur

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Carol Fisher

Client Service Coordinator

Michael Petee

Client Service Specialist