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Our Team

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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Monica Page

Monica Page

Chief Administrative Officer


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Celia Peterson

Celia Peterson

Chief Operating Officer & Chief Strategy Officer


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Advisors

Jacob Alonzo

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

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Financial Planning

Nicholas Hogrefe, CFA, CFP®

Director of Portfolio Management

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David Mitchell, CFA®

Director of Portfolio Management


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Matthew Minese, CFA

Senior Investment Research Analyst


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Kevin Blain

Senior Financial Planning Analyst


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Joe Gioielli, CPA, MSA

Manager of Private Client Tax Practice


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Valerie Egoroff

Associate Analyst


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David Mitchell, CFA

Portfolio Manager


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Jason Villano

Associate Analyst


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Matthew Minese, CFA

Financial Planning Analyst


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Relationship Management

Sedina Dedovic

Director of Administration


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Rob Danner

Private Wealth Relationship Manager


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Michael Eruzione

Manager of Marketing


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Melissa Etheridge

Manager of Operations


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Melinda Learned

Private Wealth Relationship Manager


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Emily Plucienik

Private Wealth Relationship Manager 


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Marketing and Operations

Michael Eruzione

Manager of Marketing


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Melissa Etheridge

Manager of Operations


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Experience the power of a collaborative team.

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