Skip to content

A Collection of Thinkers, Learners, and Problem Solvers

Eric Negron, AWMA®

CEO | WEALTH ADVISOR

Amy Colton, MBA, CDFA

MANAGING DIRECTOR OF EMPOWERED WOMEN | WEALTH ADVISOR

Chad Rixse, CRPS®

DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR

Ken F. Main, CPA PFS, CRPC

TAX ADVISOR| WEALTH ADVISOR

Gulseren Mutlu, Ph.D

DIRECTOR OF ECONOMICS | WEALTH ADVISOR

BIO NOT AVAILABLE

BIO NOT AVAILABLE

Jennifer Varteressian

DIRECTOR OF TAX RESEARCH

BIO NOT AVAILABLE

BIO NOT AVAILABLE

Christopher Marrone, CFP

FINANCIAL PLANNING ANALYST

BIO NOT AVAILABLE

BIO NOT AVAILABLE

Michelle Fuccella

INSURANCE DIRECTOR | FINANCIAL PLANNING ANALYST

BIO NOT AVAILABLE

BIO NOT AVAILABLE

Lauren Mulligan

CLIENT SERVICES DIRECTOR

Debra Bigler

DIRECTOR OF BUSINESS DEVELOPMENT

Christopher Amores, MPA

CHIEF TECHNOLOGY OFFICER