Meet The Team

Christopher M. Ingram
Chief Executive Officer

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Jerry R. Citarella
Financial Advisor

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Fred M. Wachtel
Financial Advisor

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Peter A. Shuper
Financial Advisor

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Kieran T. Wong
Financial Advisor

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Rian Denich
Financial Advisor

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Dylan Oliva
Portfolio Management

Coming Soon

Mark T. Petersen
Chief Operating Officer

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Scott A. Zimmerman
Insurance Specialist

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Robert Stats

Robert J. Clark
Partner

Coming Soon

Andrew Cohen
Estate Planning Attorney

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Rudy Herrera
College Planning Expert

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Katie A. Yudin
Executive Assistant

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Tracy L. Montoya
Paraplanner

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Brooke T. Coffey
Executive Assistant

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Elizabeth Maddox
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
Jerry R. CitarellaFinancial Advisor
View Bio
Fred M. WachtelFinancial Advisor
View Bio
Peter A. ShuperFinancial Advisor
View Bio
Kieran T. WongFinancial Advisor
View Bio
Rian DenichFinancial Advisor
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Dylan OlivaPortfolio Management
Coming Soon
Mark T. PetersenChief Operating Officer
View Bio
Scott A. ZimmermanInsurance Specialist
View Bio
Robert Stats
Robert J. ClarkPartner
Coming Soon
Andrew CohenEstate Planning Attorney
View Bio
Rudy HerreraCollege Planning Specialist
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Katie A. YudinExecutive Assistant
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Tracy L. MontoyaParaplanner
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Brooke T. CoffeyExecutive Assistant
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Elizabeth MaddoxExecutive Assistant
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Brittany L. PetersenHR Director
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