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.

Meet the Team

Interested in a Career with Us?

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Find 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