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About

Meet The Team

Team Member Bio

Scott Israel,
CMFC®, AIF®

Managing Partner, Sr. Wealth Management Advisor

Team Member Bio

Jason Kass,
CFA, CFP®

Managing Partner, CIO & Sr. Portfolio Manager

Team Member Bio

Robert Rom,
CFP®, AIF®

Managing Partner, Sr. Wealth Management Advisor

Team Member Bio

Tim Urie, CFP®

Managing Partner, Chief Growth Officer/CCO

Team Member Bio

Robert P. Marronaro, CFP®

Partner, Sr. Wealth Management Advisor

Team Member Bio

Kevin Brooks

Partner, Sr. Wealth Management Advisor

Team Member Bio

Kelly Lin

Partner, Sr. Wealth Management Advisor

Team Member Bio

Tim Sommer

Sr. Wealth Management Advisor

Team Member Bio

Charles Hawes

Sr. Wealth Management Advisor

Team Member Bio

Barry Gladstein, CFP®

Wealth Management Advisor

Team Member Bio

Nick Patullo, CFP®

Wealth Management Advisor

Team Member Bio

Theresa Bilello

Senior Relationship Manager

Team Member Bio

Ken DeNicolo

Senior Relationship Manager

Team Member Bio

Pattie Olaya

Relationship Manager – Trust Specialist

Team Member Bio

Lindsey Nichols

Client Services & Operations

Complimentary Review