Meet The Team

Christopher M. Ingram
Chief Executive Officer

View Bio

Jerry R. Citarella
Financial Advisor

View Bio

Jennifer C. Brown
Financial Advisor

View Bio

Peter A. Shuper
Financial Advisor

View Bio

Fred M. Wachtel
Financial Advisor

View Bio

Rian G. Denich
Financial Advisor

View Bio

Kieran T. Wong
Financial Advisor

View Bio

Jordan D. Hubbs
Financial Advisor

View Bio

Dylan Oliva
Portfolio Management

Coming Soon

Mark T. Petersen
Chief Operating Officer, Chief Compliance Officer

View Bio

Scott A. Zimmerman
Insurance Specialist

View Bio

Brittany L. Petersen
HR Director

View Bio

Rafiq A. Wiley
Property & Casualty Broker

View Bio
Robert Stats

Robert J. Clark
Partner

Coming Soon

Rudy Herrera
College Planning Expert

View Bio

Andrew Cohen
Estate Planning Attorney

View Bio

Katie A. Yudin
Executive Assistant

View Bio

Brooke T. Coffey
Executive Assistant

View Bio

Elizabeth Maddox
Executive Assistant

View Bio

Meet The Team

Christopher M. IngramChief Executive Officer
View Bio
Jerry R. CitarellaFinancial Advisor
View Bio
Jennifer C. BrownFinancial Advisor
View Bio
Peter A. ShuperFinancial Advisor
View Bio
Fred M. WachtelFinancial Advisor
View Bio
Rian G. DenichFinancial Advisor
View Bio
Kieran T. WongFinancial Advisor
View Bio
Jordan D. HubbsFinancial Advisor
View Bio
Dylan OlivaPortfolio Management
Coming Soon
Mark T. PetersenChief Operating Officer, Chief Compliance Officer
View Bio
Scott A. ZimmermanInsurance Specialist
View Bio
Rafiq A. WileyProperty & Casualty Broker
View Bio
Brittany L. PetersenHR Director
View Bio
Robert Stats
Robert J. ClarkPartner
Coming Soon
Rudy HerreraCollege Planning Specialist
View Bio
Andrew CohenEstate Planning Attorney
View Bio
Katie A. YudinExecutive Assistant
View Bio
Brooke T. CoffeyExecutive Assistant
View Bio
Elizabeth MaddoxExecutive Assistant
View Bio