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Planning Team

Team photo

Richard Brown CFP®, ChFC®, CLU®, CASL®

Partner and Private Wealth Advisor

Nicholas Kemp Jr.CFP®

Partner and Private Wealth Advisor

Andrew Schultz CFP®, ChFC®, CLU®, ChSNC®

Partner and Wealth Management Advisor

Steven Eberbach CFP®, RICP®

Partner and Wealth Management Advisor

Kevin Kolipinski CIMA®

Director of Investment Operations

Alexandra Gagliardi

Director of Client Relations

Brendan Nucifora

Wealth Management Advisor

Aiman Cheikhali B.S., M.S.

Client Service Manager

Erika Woo

Client Service Associate

Ron Cohen CLTC®

Associate Financial Representative