Our Team 

Sit Aspernatur Aut Odit

We speak peer-to-peer across three generations.  

You will be retired long before we are, which means we will always be here working the well-being and prosperity of your loved ones. 

Leadership


Advisors

Jacob Alonzo

Wealth Advisor
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Jim DeMartino, CFP®

Wealth Advisor
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Steve Draczynski, AIF®

Wealth Advisor
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Kathleen Erickson, RICP®

Wealth Advisor
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Michael Hannon, CFP®

Wealth Advisor
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Dan Heffernan, AIF®, RICP®

Wealth Advisor
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James Newman, CFA, CFP®

Wealth Advisor
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Ryan Olschefskie, AIF®, RICP®

Wealth Advisor
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Magdalena Szarejko

Wealth Advisor
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Financial Planning

Kevin Blain

Senior Financial Planning Analyst
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Nicholas Hogrefe, CFA, CFP®

Senior Investment Analyst
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Casey Johnson, CFP®

Paraplanner
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David Mitchell, CFA

Senior Investment Analyst
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Nancy Stillman

Senior Financial Planning Analyst
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Operations and Administration

Andrea Eastman

Human Resources Manager
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Michael Eruzione

Marketing Manager
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Melissa Etheridge

Chief Operating Officer
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Rita L. Ferreri

Private Wealth Relationship Manager
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Melinda Learned

Private Wealth Relationship Manager
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Sylvia Maieli

Private Wealth Relationship Manager
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Kim Skerry

Director of Administration
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Monica Page

Chief of Staff
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Barbara H. Taylor

Wealth Advisor, Emeritus
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Experience the power of a collaborative team.

Contact Us