Advisory Team

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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|

• 

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|

• 

Samer Eshmawy, CFP®

Planning Associate

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

• 

Savas N. Constantinou, CFP®, CTFA

Financial Advisor

Joy Zaykoski2021-12-07T20:50:13+00:00Advisory Team, Florida Office, Office Locations|

• 

Jeanne Bernardin, CFP®

Financial Advisor

Joy Zaykoski2021-10-05T13:56:00+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Shane Pouliot, CFA®

Investment Advisor

Joy Zaykoski2022-03-30T16:14:22+00:00Advisory Team, North Carolina Office, Office Locations, Operations|