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Our team
Highly experienced. Deeply committed.
With over a century of combined experience in nearly all facets of financial planning and investment management, our team is uniquely qualified to provide what you need. We are highly experienced, deeply committed, and excited to help you achieve your goals.
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Alexa Alcala
Sr. Associate - Client Service
Shelly Baker, CFP®
Wealth Advisor
Michael Bartlett
Wealth Advisor
Ainsley Betzig
Associate - Para Planner
James A. Betzig, CIMA®
Partner, Chief Executive Officer
Riley Betzig
Associate - Client Service
Phillip Brooks
Associate - Client Service
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Oscar Bunting
Associate - Client Service
Kevin G. Burns
Founder & Chairman
Krista Burt
Associate - Office Administration
Matthew Coutcher, CFP®, MST
Partner, Wealth Advisor
Crystal Curle
Vice President - Client Service
Shea DeVito
Vice President - Data & Analytics
Mark P. Dupont
Partner, President
Nicole Ferguson
Associate Wealth Advisor
Alfonzo Fernandez
Portfolio Administrator
Kim Forcier
Director of HR
Matthew Gallagher
Partner, Director of Business Development
Bill Garcia
Managing Director - Wealth Platforms
Matt Gentzkow, CIMA®
Managing Director - Wealth Advisor
Sean Gould, CPA, CFP®
Managing Partner, Sr. Wealth Advisor
Robby Graham, CPA, CFP®
Partner, Wealth Advisor
Perry Green, CPA, CFA, CFP®, CAP®
Partner, Chief Planning Officer
Luke Hooper, CPA, CFP®
Wealth Advisor
Selena Izzo
Analyst - Client Service
David James
Partner, Senior Wealth Advisor
Jeffrey Kalapos, CFA®, CIMA®
Chief Investment Officer - Private Wealth
Ines Kasdorf, CFP®
Vice President - Wealth Planner
Mike Kazakewich, CRPC®, CFP®
Partner, Senior Wealth Advisor
Jana M. L’Etoile
Partner, Chief Services Officer
Bethany Leduc
Vice President - Client Service
Bill Loftus
Partner, Chief Revenue Officer
Yeshwanth Macha
Analyst - Data & Analytics
Michael Mahoney, CIMA®, CPWA,®
Investment Consultant
Deanna Marcotrigiano
Vice President - Client Service
Matthew R. Marini, CFP®
Wealth Advisor
Dana R. Mascalo, CFP®, RLP®, AAMS®, C(k)P®
Partner, Senior Wealth Advisor
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Jack McCarty
Associate - Client Service
Marina Meltz
Senior Associate - Client Service
Nola Mooney
Associate - Marketing
Kimberly R. Nelson, CFA®, CDFA®
Partner, Senior Wealth Advisor
Lanie Oberg, CAP-OM®
Executive Assistant
Taylor O’Gorman
Senior Associate - Client Service
Mary Orena
Associate - Investment Strategist
Eric Passeri
Chief Investment Officer - Institutional
Smriti Prabhu
Associate - Client Service
James Pratt-Heaney, CIMA®
Managing Partner, Senior Wealth Advisor
Allie Prescott
Sr. Vice President - Business Development
Patricia Reeves, FPQP®
Chief Administration Officer
Audrey Remien
Associate - Client Service
Lise Robinson, CFP®, CDFA®, AAMS®
Partner, Senior Wealth Advisor
Karen Rowe
Communication & Engagement Manager
Carol Lee Royer
Sr. Wealth Advisor, CFP®, CFA
Jerilyn Shannon, MBA
Director of Compliance & Business Administration
W. Michael Smiley
Managing Partner, Senior Wealth Advisor
Nadine Smith
Senior Associate - Client Service
Adam Sousa
Analyst - Client Service
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Paul A. Squarcia, Jr.
Partner, Sr. Wealth Advisor
Linda Turrell
Sr. Associate - Human Resources
Voula Varnavelias
Vice President - Client Service
Ryan Vogel
Vice President of Technology & Integrations
David Waddell, CFP®, CEPA®
Chairman, Chief Investment Strategist
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Erik R. Wallin, CRPC®
Managing Partner, Sr. Wealth Advisor
Delaney Walsh
Marketing Coordinator
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Veronica Walsh
Chief of Staff
Alisa M. White
Chief Marketing Officer
Michael White
Associate - Investment Services
Cindy White
Executive Assistant
Nicholas Zaccour, CRPC®
Director of Client Service