Chris Clasen, CFA® Chief Operating Officer, Chief Compliance Officer
Our Team

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

Nauman Rana
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
Schedule a Call with
Chris Clasen, CFA®