Advisors & Investment Management

Mark Cortazzo, CFP®, CIMA® Senior Partner
Andrew Despotakis
Andrew Despotakis, CFP® Financial Advisor
Maura Mallaney headshot
Maura Mallaney, CFP® Senior Financial Advisor
Christopher Moffett, CFA Portfolio Manager
Thomas Moyer, CFP® Senior Financial Advisor
Nick Spagnoletti Jr., CFP® Partner


Client Services

Chris-Dreitlein
Christina Dreitlein Client Relations Manager
Allison-Kass
Allison Kass Senior Client Relations Coordinator
Mandie Myers
Mandie Myers Client Relations Manager
Faith-Ryan
Faith Ryan Client Relations Manager
Jessica-Williams
Jessica Williams Client Relations Manager


Operations

Debi Anderson MACRO Consulting Group
Debi Anderson Receptionist
Omar-Bokhari
Omar Bokhari Advisor Research Specialist
Maureen Falgiano
Maureen Falgiano Director of Annuity Services
Don-Korpos
Don Korpos Office & Facilities Manager
John-Morace
John Morace Operations & Data Support Specialist
Joel-Morales
Joel Morales Business Development Specialist
Joy-Morgan
Joy Morgan Senior Executive Assistant
Kristie-Rheuport
Kristie Rheuport Portfolio Administrator & Billing Specialist
Lan-Song
Lan Song, CFP® Paraplanner
Lindsay-Van-Schepen
Lindsay Van Schepen Marketing Communications Manager


Compliance

Heidi-Heath
Heidi Heath, IACCP® Chief Compliance Officer