Our Team

Sit Aspernatur Aut Odit

We speak peer-to-peer across three generations.

Like the families we serve, our team spans generations. We have built our firm to grow with your legacy.

Leadership

Joshua Gottfried, CFP®, AIF®

Joshua Gottfried, CFP®, AIF®

Co-Founder and Principal

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Matthew Somberg, AIF®, CLTC

Matthew Somberg, AIF®, CLTC

Co-Founder and Principal

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Celia Peterson

Celia Peterson

Chief Operating Officer & Chief Strategy Officer

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Monica Page

Monica Page

Chief Administrative Officer

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Wealth Advisors

Our Process

Jacob Alonzo

Wealth Advisor

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Our Values

Steve Draczynski, AIF®

Wealth Advisor

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Our History

Kathleen Erickson, RICP®

Wealth Advisor

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Our History

Michael Hannon, CFP®

Wealth Advisor

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Our Values

Dan Heffernan, AIF®, RICP®

Wealth Advisor

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Our Process

James Newman, CFA, CFP®

Wealth Advisor

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Our History

Ryan Olschefskie, AIF®, RICP®

Wealth Advisor

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Our Values

Magdalena Szarejko

Wealth Advisor

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Portfolio Management and Financial Planning

Our History

Nicholas Hogrefe, CFA, CFP®

Director of Portfolio Management

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Our Values

David Mitchell, CFA®

Director of Portfolio Management

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Our Process

Matthew Minese, CFA

Senior Investment Research Analyst

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Our Process

Kevin Blain

Senior Financial Planning Analyst

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Our History

Joe Gioielli, CPA, MSA

Manager of Private Client Tax Practice

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Our Values

Jason Villano

Associate Analyst

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Relationship Management

Our Process

Sedina Dedovic

Director of Administration

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Our Values

Kim Skerry

Sr. Private Wealth Relationship Manager

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Our History

Melinda Learned

Private Wealth Relationship Manager

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Our Process

Collin Sayler

Private Wealth Relationship Manager

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Our Values

Rob Danner

Private Wealth Relationship Manager

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Our History

Emily Plucienik

Private Wealth Relationship Manager

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Marketing and Operations

Our History

Michael Eruzione

Manager of Marketing

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Our Process

Abigail Ghirardini

Wealth Management Receptionist

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Experience the power of a collaborative team.

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