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
- Connor Mawn
- David Suckey
- Elena L. Ptchelinsteva, RICP®, CEPA®
- Emily Zeigler, CFP®, CEPA
- Eric Rios, CExP
- Frank Congilose II
- Frank Congilose, CFP®, CLU, ChFC
- Jason Doviak
- Jessica Simpson
- John Coyle
- John Suckey
- John Geisler
- John Spottke, CLU, ChFC, CASL, CLTC
- John Coyle
- Katelyn Congilose
- Katherine Vega
- Katherine Morin
- Linda Hayne
- Logan Andreyko
- Matthew Linico
- Maureen Baletti
- Megan Schneider, CFP®
- Michael Canarick, JD, LLM
- Michael Castellano
- Michael Werthmuller
- Michael Rahbari
- Michele Martinez-Singer
- Nick Nolan
- Patrick Kenny, CFP®
- Peter Congilose
- Peter McCarthy
- Phillip D'Ambrisi
- Richard R. Pasick, CLU, RICP, ChFC, CLTC
- Richard Phillip Lewis
- Robert Farrell
- Salvatore Giorgio
- Samuel Soprano
- Thomas Dogas, CExP
- Tina Agostini