Team

• 

Molly Rimes

Planning Associate

Joy Zaykoski2022-05-18T15:58:07+00:00Advisory Team, New Jersey Office, Office Locations|

• 

Tom Kolefas, CFA®, CFP®

Senior Investment Advisor

Joy Zaykoski2022-05-09T21:07:14+00:00Advisory Team, New Jersey Office, Office Locations, Operations|

• 

Carol Brigante

Client Service Associate

Joy Zaykoski2022-04-21T19:34:21+00:00Advisory Support, New Jersey Office, Office Locations|

• 

Stacey Dougherty

Client Service Associate

Joy Zaykoski2022-03-03T18:14:46+00:00Advisory Support, George Office, Office Locations|

• 

Eve Kaplan, CFP®

Wealth Manager

Anna Lui2022-02-16T14:49:59+00:00Advisory Team, New Jersey Office, Office Locations|

• 

Timothy Clark

Principal & Wealth Manager

Anna Lui2022-01-18T14:20:06+00:00Advisory Team, Leadership Team, New York Office, Office Locations, Principals|

• 

Thomas Ausfahl, CFP®

Principal & Wealth Manager

Anna Lui2022-01-01T04:51:57+00:00Advisory Team, New York Office, Office Locations, Principals|

• 

Elizabeth Brozena, CFP®

Financial Advisor

Anna Lui2022-05-05T19:08:04+00:00Advisory Team, New York Office, Office Locations|

• 

Matthew Wittenstein

Senior Client Service Advisor

Joy Zaykoski2021-11-29T17:38:35+00:00Advisory Support, Office Locations, Pennsylvania Office|

• 

Samer Eshmawy, CFP®

Planning Associate

Joy Zaykoski2022-04-27T16:03:04+00:00Advisory Team, New Jersey Office, Office Locations|