Meet Our Team

Krystal Perry

Relationship Manager
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Lisa-Aldrete

Lisa Aldrete

Senior Relationship Manager
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Lisa Schwinghammer, CFA®

Managing Director
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Lori Wathen

Business Operations Manager
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Mark Stancil, CFA®

Managing Director
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Marshall Broderick

Marshall Broderick

Relationship Manager
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Mary Santini, CDFA®

Relationship Manager
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Matt Versage, CFP®

Managing Director
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Matt Marcello

Matthew Marcello, CFP®, CIMA®

Managing Director
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Maureen Kerr

Wealth Manager
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McKenzie Lannon, CFP®

Wealth Advisor
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Megan Schmitz

Megan Schmitz

Chief People Officer
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Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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