Partners
Our Team
Abigail Johnson
Client Service Associate
Ashley Oliver, CFP®
Wealth Management Advisor
Bobby Schneider, CFP®
Partner & Chief Operating Officer
Colombo Disalvatore IV
Operations Manager
Dan Mueller
Client Service Associate
Dani Babon, FPQP®
Client Service Associate
David Weigert, CFA®, AIF®
Partner & Chief Investment Officer
Drew Convery, CFP®
Wealth Management Advisor
Emily Kehoe, FPQP
Lead Paraplanner
Jack Alissi, CFP®
Wealth Management Advisor
Jeannie General
Client Service Associate
Jeffrey A. Segal, CFP®
Founder & CEO
Kathy Hamm, ChFC®, CLU®
Wealth Management Advisor
Matt DiRamio, CFP®, AIF®
Wealth Management Advisor
Meredith Weigert
Paraplanner
Michael Lane, CFP®
Wealth Management Advisor
Mike Elser, CFP®
Partner & Wealth Management Advisor
Nicole Chamberland, CFP®
Associate Advisor
Ralph S. Margel, CFP®, AIF®
Senior Wealth Management Advisor
Roxanne McGuigan
Office Manager - NY | Client Service Associate
Seth Renaud, ChFC®, AIF®, CPWA®
President
Terry Sharp, FPQP
Office Manager | Client Service Associate
Tiffany Holt
Paraplanner
Timothy Bourdon, AIF®
Wealth Management Advisor