Sharon Scarpa
Senior Vice President, Practice Management
Tracy Wright
Senior Vice President, Practice Management
Rick Le
Partner, Senior Financial Strategist
Jenny Napoli
Senior Vice President, Client Services
Stephen Zhou
RICP®
Financial Strategist
Carly Jannone
Vice President, Client Services Manager
Luke Foukas
Associate Financial Strategist
Sara Mantz
Senior Associate, Marketing
Ryan Erlanger
Associate Financial Strategist
Felicia House
Senior Associate, Client Services
Michael Benevento
Senior Financial Strategist
Richa Chugh
Associate, Client Services
Thomas Petrocelli
Vice President, Financial Analyst
Ellis Chandler
Financial Strategist
Brianne Petrocelli
Associate, Client Services
Jack Cusack
Associate Financial Strategist
Fady Smouni
Vice President, Technology and Development
Nancy Cauthen
Associate, Client Services
Daulton Moro
Vice President, Financial Analyst
Tyler Jordan
Senior Associate, Advisor Services
Shivam Pandya
Senior Associate, Technology and Development
Noah Conforti
Senior Associate, Financial Analyst
