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Anthony Mazzali
CEO
Nicholas Schafer
Relationship Manager
Nathan Traxler
Kim Capone
Executive Assistant To Chief Executive Officer
Elijah J. Richardson
+ 2 more
Chris Dearing
Mortgage & Insurance Broker, Probate, Estate Planner, Wills, Trusts
Evan Zigler
Relationship Support Associate
Richard Adams Cfp® Chfc® Aif®
Retirement Plan Specialist
Shrey Patel
Wealth Management Intern
February, 2023 - present
June, 2021
Relationship Manager at Banesco USA
Relationship Manager at Crown Asset Management
Relationship Manager at South Electronics
Relationship Manager at Mission Square Retirement