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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

Associate Financial Representative