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
Ryan Erlanger
Associate Financial Strategist
Sara Mantz
Senior Associate, Marketing
Felicia House
Senior Associate, Client Services
Nancy Cauthen
Associate, Client Services
Thomas Petrocelli
Vice President, Financial Analyst
Fady Smouni
Vice President, Technology and Development
Daulton Moro
Vice President, Investment Management
Tyler Jordan
Senior Associate, Advisor Services
Shivam Pandya
Senior Associate, Technology and Development
Noah Conforti
Senior Associate, Financial Analyst
