Guided by a multi-generational team of financial professionals.
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
P. Dean Lampe
Managing Director - Wealth Advisor
Dylan Lampe, CFP®
Wealth Advisor
Kyler Newcomb
Client Service Associate
Simone D. Waddell
Client Experience Coordinator
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
Jamie Kobza
Client Service Associate
Dionna DiBernardo, FPQP®
Director of Client Engagement
