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