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MEET OUR TEAM

All
Partners
A-E
F-J
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U-Z

Petrocelli_Neil

NEIL PETROCELLI

SUPERVISOR

Nick Sampson

NICK SAMPSON

MANAGER

Smith_Kristen

KRISTEN SMITH

WEALTH MANAGEMENT CONSULTANT

Cathi Rauseo

CATHI RAUSEO

SUPERVISOR

Shea-Zach

ZACHARY SHEA

STAFF ACCOUNTANT

Megan Smith

MEGAN SMITH

DIRECTOR OF MARKETING

Richards_Dave_NEW

DAVE RICHARDS

MANAGING PARTNER

Brian Shoer

BRIAN SHOER

PRINCIPAL

Mark Tassinari

MARK TASSINARI, JR.

MANAGER

John Rizzo

JOHN RIZZO

PARTNER

Larry Shuman

LARRY SHUMAN

CONSULTANT

Twomey_Maureen

MAUREEN TWOMEY

ADMINISTRATIVE ASSISTANT

Want to hear more from our team? Check out our blog!

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