Associates

 
  • Glenn E. Stephenson, CFP®

    Managing Director

  • James J. Varaklis, Managing Director

    Chief Compliance Officer

  • Philip Rongo, ChFC® CLU®

    Managing Director

  • Denise P. Anderson, MBA

    Wealth Manager

  • Jed Glick, CFA

    Branch Operations Manager

  • Melissa DiDia

    LPL Registered Client Relationship Manager

  • Melinda Gaertner

    LPL Registered Client Relationship Manager

  • Elise Sorge

    Client Relationship Manager

  • Susan Auriemma

    Executive Assistant