Sharon Scarpa
Senior Vice President, Practice Management
Tracy Wright
Vice President, Practice Management
Jenny Napoli
Senior Vice President, Client Services
Carly Jannone
Senior Associate, Client Services
Stephen Zhou
RICP®
Financial Strategist
Luke Foukas
Associate Financial Strategist
Ryan Erlanger
Associate Financial Strategist
Sara Mantz
Senior Associate, Marketing
Kelsey Quinn
Associate, Client Services
Felicia House
Associate, Client Services
Nancy Cauthen
Associate, Client Services
Tyler Jordan
Senior Associate, Advisor Services
Thomas Petrocelli
Vice President, Financial Analyst
Fady Smouni
Senior Associate, Financial Analyst
Daulton Moro
Senior Associate, Financial Analyst
Shivam Pandya
Associate, Financial Analyst
