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CONTACT US
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
About
Why Us?
Our Team
Our Story
Our Process
FAQs
Insights
Blogs
Resources
Market Commentary
Videos
News
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
Your Team
Wealth Advisors
Matthew Glatt
CPA, CFP®
CEO, Wealth Advisor
Kevin Christopher JD
Partner, Wealth Advisor
Ty Bongiovanni
AIF®
Senior Vice President, Wealth Advisor
Jaclyn Hissick
Wealth Advisor
Gary Martin
CPA
Wealth Advisor
Colin Murray
Wealth Advisor
Garrett Burns
CFP®, EA
Wealth Advisor
Client Services
Andrea Bongiovanni
CIMA®, CFS®,
Client Relationship Manager
Andrew Ameer
Operations Associate
Cathy Poulin
Client Service Representative
Christine Lavoie
Director of Client Engagement
Lisa Uguccioni
Client Relationship Manager
Nan Conlon
Client Relationship Manager
Nicholas Weimer
Operations Associate
Bailie Glatt
Director of First Impressions
Charlie Murphy
Furrnancial Advisor
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Vice President, Investment Operations and Performance
Mike Lawrence
CFA®
Portfolio Manager
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Research Department
Brett Carson
CFA®
Director of Research
Jake Bleicher
CFA®
Co-Portfolio Manager
Kevin Zlomke
Director of Trading
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions
Matt Lewis
Vice President, Insurance
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Scott Berryman
JD
Director of Trust Services
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Patrick Carter
CPA
Director of Tax Planning
Beth Schanou
JD
Senior Wealth Planner
Michael Gruidel
CFP®
Wealth Planner
Jody Jackson
FPQP™
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