A Team of Specialists
Our team includes seasoned professionals and a friendly supporting staff.
Most of our advisors have over 20 years of financial services experience.
Alison Cogan, CPA
Director of Tax Services
Paul S. Plemenos
Director of Wealth Management
Beth P. Wahlig
Director of Socially Responsible Investing
Dalton Chandler, MBA, APMA
Wealth Advisor
Jonathan DeBrito
International Wealth Advisor
Joseph Verile, CRPC®
Financial Advisor and Operations Manager
Carol Kupetz
Director of Client Services
Jolaine Richmond
Client Experience Coordinator
Fernanda Thompson-Lima
International Business Manager
Nicholas Thompson
Operations Assistant
What are you waiting for?
