Guided by a multi-generational team of financial professionals.
Mark Pittman, CFP®
Managing Director - Wealth Advisor
Spencer Gauta
Wealth Advisor
Michael Priola, Sr.
Managing Director - Wealth Advisor
William Swiontek, CFP®
Managing Director - Wealth Advisor
Madison A. Pittman
Vice President - Wealth Advisor
Michael A. Priola
Vice President - Wealth Advisor
Joel Sirota, CFP®
Associate Wealth Advisor
Dionna DiBernardo, FPQP®
Director of Client Engagement
Victor Alonso
Registered Client Service Associate
Lauren Neigh
Senior Client Service Associate
Daniella Cosley
Client Experience Coordinator
Joseph E. Seymour, MBA
Managing Director - Wealth Advisor
Michael Gielarowski, CFP®
Managing Director - Wealth Advisor
Lisa A. Hitchcock
Practice Manager
Cole Seymour
Wealth Advisor
Josh Nieman
Registered Client Service Associate
