
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