Meet The Team

Christopher M. Ingram
Chief Executive Officer

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Mark T. Petersen
COO, CCO

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Jerry R. Citarella, RFC®, CFF®
Financial Advisor

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Jennifer C. Brown
Financial Advisor

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Donald Blauner
Financial Advisor

Coming Soon

Fred M. Wachtel
Financial Advisor

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Jeremy M. Leibowitz, CFP®, RICP®
Financial Advisor

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Robert J. Clark
Partner

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Jessica A. Saunders, CFP®, CDFA®
Financial Advisor

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Rian G. Denich
Financial Advisor

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Rick Weiss
Financial Professional

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Heather Brockhurst
Financial Advisor

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Mack Herrera
Financial Advisor

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Kieran T. Wong
Financial Advisor

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Rudy Herrera
College Planning Expert

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Andrew Cohen
Estate Planning Attorney

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Brooke T. Karren
Operations Manager

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Brittany L. Petersen
HR Director

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Eric Abrahamian
Analyst

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Rafiq A. Wiley
Property & Casualty Broker

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Scott A. Zimmerman
Insurance Specialist

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Katie A. Yudin
Executive Assistant

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Elizabeth Maddox
Client Service Associate

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Stephanie Asmar
Client Service Associate

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Cheri Haines
Client Service Associate

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Cynthia Smachetti
Client Service Associate

Coming Soon
Peter Shuper HeadshotPeter Shuper Headshot

Peter A. Shuper
In Loving Memory

Meet The Team

Christopher M. IngramChief Executive Officer
View Bio
Mark T. PetersenCOO, CCO
View Bio
Jerry R. Citarella, RFC®, CFF®Financial Advisor
View Bio
Jennifer C. BrownFinancial Advisor
View Bio
Donald BlaunerFinancial Advisor
Coming Soon
Fred M. WachtelFinancial Advisor
View Bio
Jeremy M. Leibowitz, CFP®, RICP®Financial Advisor
View Bio
Robert J. ClarkPartner
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Jessica A. Saunders, CFP®, CDFA®Financial Advisor
View Bio
Rian G. DenichFinancial Advisor
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Rick WeissFinancial Professional
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Heather BrockhurstFinancial Advisor
View Bio
Kieran T. WongFinancial Advisor
View Bio
Mack HerreraFinancial Advisor
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Rudy HerreraCollege Planning Specialist
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Andrew CohenEstate Planning Attorney
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Brooke T. KarrenOperations Manager
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Brittany L. PetersenHR Director
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Rafiq A. WileyProperty & Casualty Broker
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Eric AbrahamianAnalyst
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Scott A. ZimmermanInsurance Specialist
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Katie A. YudinExecutive Assistant
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Elizabeth MaddoxClient Service Associate
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Stephanie AsmarClient Service Associate
View Bio
Cheri HainesClient Service Associate
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Cynthia SmachettiClient Service Associate
Coming Soon
Peter Shuper Headshot
Peter A. ShuperIn Loving Memory
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