Our Team
Client-Centric
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Interested in a Career with Us?
Learn MoreFind a Financial Advisor
- Adina Abercrombie
- Alexander Tragnitz, EA
- Allison Burkett-Cook
- Amy Sonstein, CPA/PFS
- Angela Orler
- Barry Nash
- Brian Cunniff
- Caroline Feinman
- Christina Nieves
- Christine Dix
- Christopher DeYoung
- David Suckey
- David Sutton
- Emily Zeigler, CFP®
- Eric Rios
- Frank Congilose, CFP®, CLU, ChFC
- Frank Congilose II
- James Clayton
- Jason Doviak
- Jeremy Suarez, CExP™
- John Coyle
- John Suckey
- John Spottke, CLU, ChFC, CASL, CLTC
- Katelyn Congilose
- Linda Hayne
- Matthew Phillips
- Maureen Baletti
- Megan Soto, CFP®
- Michael Bennett
- Michael Canarick, JD, LLM
- Michele Martinez-Singer
- Patrick Kenny, CFP®
- Peter Congilose
- Peter Grandich
- Peter Quinn
- Phillip D'Ambrisi
- Richard R. Pasick, CLU, RICP, ChFC, CLTC
- Robert Farrell
- Samuel Soprano
- Susan Tritsch
- Thomas Dogas
- Thomas Treshock
- Tina Agostini