Guided by a multi-generational team of financial professionals.
Kevin Wolf
Managing Director - Wealth Advisor, PIM Portfolio Manager
Christopher Wolf, CFA
Managing Director
Scott Metzger
Managing Director - Wealth Advisor, PIM Portfolio Manager
Kurt Maurillo, CFP®, SE-AWMA℠, NFLPA®
Managing Director - Wealth Advisor, PIM Portfolio Manager
Brian Wolf
Vice President - Wealth Advisor
Tony Gottschalk
Managing Director - Wealth Advisor
Sherry Lopez, ChFC®, RICP®
Wealth Advisor
Tricia Novello
Senior Registered Client Service Associate
Whitney Wolf
Senior Client Service Associate
Makenzie Hauck
Client Service Associate
Rebecca Voss
Senior Client Service Associate