Kirstie Winston

Client Associate

Joe Bowler

Systems Administrator

Alyssa Plapus

Assistant Vice President & Regional Administrative Manager

Martin D'Amico

Vice President

Kathy Wilhelm

Senior Vice President

Eric Mitchell

Vice President

Joseph P. McErlean

Managing Director/ Financial Advisor

Joel Feldman

Managing Director, Wealth Advisor

Bill Y.

Director, Information Technology

Jeff Margolies

VP