Our Team

  • Jesse Giordano, CFP®, CAP®, RLP®, CBEC®

    Financial Advisor, Principal

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  • Lee Korn, CPWA®

    Financial Advisor, Principal

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  • Joseph N. Filosa, CFP®, CLU®

    Financial Advisor, Principal

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  • Chris Clasen, CFA®

    Chief Operating Officer

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  • Kayla Kennelly

    Chief Growth Officer

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  • Jamie Bruno

    Chief Compliance Officer

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  • Matthew Krouse, CFP®, RLP®, AAMS®

    Financial Advisor

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  • Gino Carollo

    Financial Advisor

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  • Katherine M. Dean, CFP®

    Financial Advisor

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  • Chelsea Barrows, CFP®, AIF®, CIMA®

    Financial Advisor

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  • Jonah Blumenthal, JD

    Financial Advisor

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  • Daniel Gibbons, CIMA®, FPQP

    Associate Financial Advisor

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  • Christine Salmon

    Relationship Manager

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  • Eugenia Kalaitzidis

    Service Team Manager

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  • Christine Nardella

    Client Service Associate

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  • Taylor Cala

    Client Service Associate

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  • Kristopher Krauss

    Client Service Associate

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  • Brittany Siemer

    Marketing Manager

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  • Shane DeVincenzo

    Investment Operations Associate

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  • Matthew Mahony

    Client Service Associate

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  • Garrett Hamilton Doran

    Client Service and Office Operations Coordinator

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