Team

• 

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|

• 

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|

• 

Doreth Goodall, FPQP™

Client Service Associate

Joy Zaykoski2022-03-30T16:10:30+00:00Advisory Support, North Carolina Office, Office Locations|

• 

Bowman “Rye” Thayer

Planning Associate

Joy Zaykoski2021-12-21T20:45:35+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Suzanne Malik, FPQP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:33:29+00:00Advisory Support, Office Locations, Pennsylvania Office|

• 

Leslie A. Young, ChFC®, AEP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:17:55+00:00Advisory Support, Office Locations, Pennsylvania Office|

• 

Diana Cecere

Executive Assistant

Anna Lui2021-09-14T15:10:19+00:00Advisory Support, Office Locations, Pennsylvania Office|