New Jersey Office

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Stephanie H. Spies, CFP®

Planning Associate

Anna Lui2020-06-23T14:13:23+00:00Advisory Team, New Jersey Office, Office Locations|

• 

Lauren Schwartz

Client Service Advisor

Anna Lui2020-06-23T14:12:37+00:00Advisory Support, New Jersey Office, Office Locations|

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Brian K. Schiess, CFP®

Financial Advisor

Anna Lui2020-06-23T14:10:18+00:00Advisory Team, New Jersey Office, Office Locations|

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Kathleen M. Scala

Client Service Manager

Anna Lui2020-06-23T14:12:12+00:00Advisory Support, New Jersey Office, Office Locations|

• 

Ashley Santos

Senior Client Service Advisor

Anna Lui2020-06-23T14:09:48+00:00Advisory Support, New Jersey Office, Office Locations|

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Chuck Roberson, CFP®, CLU®

Wealth Manager

Anna Lui2020-06-23T14:11:18+00:00Advisory Team, New Jersey Office, Office Locations|

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Noemi Perez

Director of Human Resources

Anna Lui2020-07-29T20:34:33+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, New Jersey Office, Office Locations|

• 

Jeanne Owens

Director of Operations

Anna Lui2020-07-29T20:30:05+00:00Leadership Team, New Jersey Office, Office Locations, Operations|

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Tom Orecchio, CFA®, CFP®, ChFC®, AIF®

Chief Executive Officer, Principal & Wealth Manager

Anna Lui2020-06-24T13:35:25+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

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Peter J. McKenna, CFP®, MBA

Senior Financial Advisor

Anna Lui2020-08-12T13:23:23+00:00Advisory Team, New Jersey Office, Office Locations|