Our Team
(Click on names for bios)
Robert A. Laraia
RFC, CIC - Founding Partner
Brandon J. Marinelli
RFC, CRPC® - Founding Partner | Registered Principal
Kenneth D. Savino
CLU, ChFC - Partner
Steven Crabtree
CRPC® - Partner | Wealth Advisor
Emanuel Romero, MBA
Director of Operations and Compliance
Glenn C. Dahlke
Director of Fee Based Investing
Stevin L. Moses
Wealth Advisor
Eric Powers
Wealth Advisor
Ryan R. Morrissey
CFP, ChFC, CLU, CMFC Wealth Advisor
Marc Sack
Wealth Advisor
Frank P. Zocco Jr.
Wealth Advisor
Howard Schachter
Wealth Advisor
Douglas Kartsen
CFA, MBA, Wealth Advisor
Charity Uldrikis
Client Services Associate
Monica Congdon
Client Services Associate
Sarah Steers
Client Services Associate
Sandra Cavallaro
Client Services Associate
Teresa A. Cavanaugh
Client Service Associate
Christine Platosz
Client Service Associate Sharon Marinelli
Accounting |