Chris Clasen, CFA® Chief Operating Officer, Chief Compliance Officer
Our Team
Jesse Giordano, CFP®, RLP®
Financial Advisor, Principal
Lee Korn
Financial Advisor, Principal
Joseph N. Filosa, CFP®
Financial Advisor, Principal
Matthew P. Krouse, CFP® , AAMS®
Financial Advisor
Gino Carollo
Financial Advisor
Katherine M. Dean, CFP®
Financial Advisor
Linda M. Ballance
Director of Client Experience, Senior Registered Relationship Manager
Jamie Bruno
Operations Specialist, Advisor Transition Coordinator
Eugenia Kalaitzidis
Senior Client Service Associate
Daniel Gibbons, FPQP™
Client Service Associate
Christine Nardella
Client Service Associate
Brittany Siemer
Marketing Manager
Michelle Chaitan
Relationship Manager
