Our Team

 

Keith Spengel , CLU®, CLTC®, CFP®

CEO and Private Wealth Advisor

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Tom McBreen , CLU®, CFP®

Partner and Private Wealth Advisor

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Robert W Bolt , MBA, CLU®, RICP®

Partner and Private Wealth Advisor

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Joshua S Lerner , CFP®, CLU®, RICP®

Partner and Private Wealth Advisor

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Matthew J Pulaski , CLTC®

Private Wealth Lead Advisor

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Paul M Gavin , RICP®

Private Wealth Lead Advisor

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Andrew J Pesko , CFP®

Chief Operating Officer

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Matt Serrano , CFA®

Director of Investments and Operations

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Matthew Lowell

Private Wealth Lead Advisor

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Alfredo Arroyo

Director of Client Services

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Dennis R. Marx , CPA

Director of Strategic Development

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Mary Badal

Director of Insurance Operations

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Kathleen W Fox

Insurance Operations Specialist

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Loreen Strasser

Marketing and Business Development Director

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Clayton Slifer

Private Wealth Service Advisor

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Mary Beth Ong

Executive Assistant

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Danny Clancy

Associate Wealth Management Advisor

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Daniel Hanke

Associate Wealth Management Advisor

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Luke McGrath

Financial Representative Assistant

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Christy Ogilvie McCreary

Client Relations

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Esther Rafalson

Administrative Assistant

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Esther Rafalson

Administrative Assistant

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