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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Rian Denich
Financial Advisor

Coming Soon

Jason Stein
401k Specialist

Coming Soon

Scott A. Zimmerman
Insurance Specialist

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Robert Stats

Robert J. Clark
Partner

Coming Soon

Dylan Oliva
Portfolio Management

Coming Soon

Rudy Herrera
College Planning Expert

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Andrew Cohen
Estate Planning Attorney

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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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Brittany L. Petersen
HR Director

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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
Rian DenichFinancial Advisor
Coming Soon
Jason Stein401k Specialist
Coming Soon
Scott A. ZimmermanInsurance Specialist
View Bio
Robert Stats
Robert J. ClarkPartner
Coming Soon
Dylan OlivaPortfolio Management
Coming Soon
Rudy HerreraCollege Planning Specialist
View Bio
Andrew CohenEstate Planning Attorney
View Bio
Katie A. YudinExecutive Assistant
View Bio
Tracy L. MontoyaExecutive Assistant
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Brooke T. CoffeyExecutive Assistant
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Brittany L. PetersenHR Director
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