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

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Our Team

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

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

Financial Advisor, Principal

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Lee Korn

Financial Advisor, Principal

Joseph N. Filosa, CFP® thumbnail

Joseph N. Filosa, CFP®

Financial Advisor, Principal

Matthew P. Krouse, CFP®, AAMS® thumbnail

Matthew P. Krouse, CFP®, AAMS®

Financial Advisor

Gino Carollo thumbnail

Gino Carollo

Financial Advisor

Katherine M. Dean, CFP® thumbnail

Katherine M. Dean, CFP®

Financial Advisor

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Nauman Rana

Financial Advisor

Linda M. Ballance thumbnail

Linda M. Ballance

Director of Client Experience, Senior Registered Relationship Manager

Jamie Bruno thumbnail

Jamie Bruno

Operations Specialist, Advisor Transition Coordinator

Eugenia Kalaitzidis thumbnail

Eugenia Kalaitzidis

Senior Client Service Associate

Daniel Gibbons, FPQP™ thumbnail

Daniel Gibbons, FPQP™

Client Service Associate

Christine Nardella thumbnail

Christine Nardella

Client Service Associate

Brittany Siemer thumbnail

Brittany Siemer

Marketing Manager

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Michelle Chaitan

Relationship Manager

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Chris Clasen, CFA®

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