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
- Emily Zeigler, CFP®
- Eric Rios
- Frank Congilose II
- Frank Congilose, CFP®, CLU, ChFC
- Jason Doviak
- John Coyle
- John Suckey
- John Spottke, CLU, ChFC, CASL, CLTC
- Katelyn Congilose
- Katherine Vega
- Linda Hayne
- Matthew Phillips
- Matthew Tannenbaum
- Maureen Baletti
- Megan Soto, CFP®
- Michael Bennett
- Michael Canarick, JD, LLM
- Michael Werthmuller
- Michele Martinez-Singer
- Patrick Kenny, CFP®
- Peter Congilose
- Peter Grandich
- Phillip D'Ambrisi
- Richard R. Pasick, CLU, RICP, ChFC, CLTC
- Robert Farrell
- Samuel Soprano
- Susan Tritsch
- Thomas Dogas
- Thomas Treshock, CFP®
- Tina Agostini