Meet The Team

Christopher M. Ingram
Chief Executive Officer

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Mark T. Petersen
Chief Operating Officer

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Jerry R. Citarella
Financial Advisor

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Fred M. Wachtel
Financial Advisor

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Kieran T. Wong
Financial Advisor

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Scott A. Zimmerman
Insurance Specialist

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Robert Stats

Robert J. Clark
Disability Ins. Specialist

Coming Soon

Rudy Herrera
College Planning Expert

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Edward O’Hare
Estate Planning Attorney

Coming Soon

Brittany L. Petersen
HR Director

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Dylan Oliva
Portfolio Management

Coming Soon

Rian Denich
Financial Planning

Coming Soon

Katie A. Yudin
Executive Assistant

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Tracy L. Montoya
Executive Assistant

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Brooke T. Coffey
Executive Assistant

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Meet The Team

Christopher M. IngramChief Executive Officer
View Bio
Mark T. PetersenChief Operating Officer
View Bio
Jerry R. CitarellaFinancial Advisor
View Bio
Fred M. WachtelFinancial Advisor
View Bio
Kieran T. WongFinancial Advisor
View Bio
Scott A. ZimmermanInsurance Specialist
View Bio
Robert Stats
Robert J. ClarkDisability Ins. Specialist
Coming Soon
Rudy HerreraCollege Planning Specialist
View Bio
Edward O'HareEstate Planning Attorney
Coming Soon
Brittany L. PetersenHR Director
View Bio
Dylan OlivaPortfolio Management
Coming Soon
Rian DenichFinancial Planning
Coming Soon
Katie A. YudinExecutive Assistant
View Bio
Tracy L. MontoyaExecutive Assistant
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Brooke T. CoffeyExecutive Assistant
View Bio