Our Team

Appelman, Sharon, CFP®, Senior Managing Director, Wealth Advisor, Co-Head of Wealth Planning

Dende, Christopher, CFP®, Managing Director, Wealth Advisor, Co-Head of Wealth Planning

Garfunkel, George, Senior Managing Director, Wealth Advisor

Marsans, Aletta, CFP®, ChFC®, Vice President, Wealth Advisor

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

McGraw, Emma, CFP®, Director, Wealth Advisor

Nemzin, Robert, JD, LL.M., CFP®, Managing Director, Wealth Advisor, Trust & Estate Planning Expert

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

Raimundo, Melissa, CFP®, CPFA®, Managing Director, Wealth Advisor

Tappen, Amanda A., CFP®, Managing Director, Wealth Advisor

Waldman, Deborah, Senior Managing Director, Wealth Advisor