Our Team
A unified approach.
Our team brings together diverse perspectives to solve your financial challenges. Each advisor works with dedicated support staff to ensure you receive prompt, thoughtful guidance whenever you need it.
Christopher Heiser, CFP®, ChFC®
Financial Advisor, Managing Partner
Robert Andreacchio, CFP®, ChFC®
Financial Advisor, Managing Partner
Louis LaSelva, CRPC®
Financial Advisor, Managing Partner
Matthew Fitzgerald, CFP®, ChFC®, APMA®
Financial Advisor, Managing Partner
Keith Radimer, CRPC®
Financial Advisor, Managing Partner
Greg Rosen
Financial Advisor, Chief Operating Officer
Caroline Burke, CRPC®
Financial Advisor
Jo Ann Morgano, MBA®, CRPC®, BFA®
Financial Advisor
Sean Ryan
Financial Advisor
Gary Johnston, CFP®
Financial Advisor
Jacob Hanzel
Financial Advisor
Justin Yakubowski, CTFA®, MBA
Financial Advisor
Steven Vitanza, CFP®. ChFC®, CLU®
Paraplanner
Patrick McCrindle
Financial Advisor
Colette Kopp
Client Concierge
Jamie Smith
Office Manager, Client Relationship Manager
Kelly Gervasi
Client Service Specialist
Tracey Spirt
Client Service Specialist
Jennifer Relovsky
Marketing Specialist, Business Development Director
Matthew Heiser
Financial Planning and Trading Analyst
Brooke Walsh
Client Service Coordinator
Michele Vitanza
Client Service Coordinator
Michael Palait
Financial Planning and Trading Assistant
