Advisors & Investment Management
Mark Cortazzo, CFP®, CIMA® Senior Partner
Andrew Despotakis, CFP® Financial Advisor
Maura Mallaney, CFP® Senior Financial Advisor
Christopher Moffett, CFA Portfolio Manager
Thomas Moyer, CFP® Senior Financial Advisor
Nick Spagnoletti Jr., CFP® Partner
Client Services
Christina Dreitlein Client Relations Manager
Allison Kass Senior Client Relations Coordinator
Mandie Myers Client Relations Manager
Faith Ryan Client Relations Manager
Jessica Williams Client Relations Manager
Operations
Debi Anderson Receptionist
Omar Bokhari Advisor Research Specialist
Maureen Falgiano Director of Annuity Services
Don Korpos Office & Facilities Manager
John Morace Operations & Data Support Specialist
Joel Morales Business Development Specialist
Joy Morgan Senior Executive Assistant
Kristie Rheuport Portfolio Administrator & Billing Specialist
Lan Song, CFP® Paraplanner
Lindsay Van Schepen Marketing Communications Manager
Compliance
Heidi Heath, IACCP® Chief Compliance Officer
