Our Team

Appelman, Sharon, CFP®, Managing Director, Wealth Advisor, Relationship Manager

Clammer, Ben, Managing Director, Wealth Advisor, Relationship Manager

Dende, Christopher, CFP®, Managing Director, Wealth Advisor

Garfunkel, George, Senior Managing Director, Wealth Advisor, Relationship Manager

McCarthy, Jennifer, Managing Director, Head of Trusts & Estates

McGraw, Emma, CFP®, Vice President, Wealth Advisor

Pigman, Paul, ChFC®, CLU®, Managing Director, Wealth Advisor, Relationship Manager

Waldman, Deborah, Senior Managing Director, Wealth Advisor, Relationship Manager