Christopher M. Ingram Chief Executive Officer
Mark T. Petersen Chief Operating Officer
Jerry R. Citarella Financial Advisor
Fred M. Wachtel Financial Advisor
Kieran T. Wong Financial Advisor
Rian Denich Financial Advisor
Jason Stein 401k Specialist
Scott A. Zimmerman Insurance Specialist
Robert J. Clark Partner
Dylan Oliva Portfolio Management
Rudy Herrera College Planning Expert
Andrew Cohen Estate Planning Attorney
Katie A. Yudin Executive Assistant
Tracy L. Montoya Executive Assistant
Brooke T. Coffey Executive Assistant
Brittany L. Petersen HR Director
