Meet The Team

Christopher M. Ingram
Chief Executive Officer

View Bio

Mark T. Petersen
COO, CCO, Financial Advisor

View Bio

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

View Bio

Jennifer C. Brown
Financial Advisor

View Bio

Fred M. Wachtel
Financial Advisor

View Bio

Rian G. Denich
Financial Advisor

View Bio

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

View Bio

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

View Bio

Kieran T. Wong
Financial Advisor

View Bio

Rick Weiss
Financial Professional

View Bio

Mack Herrera
Financial Advisor

View Bio

Dylan Oliva
Portfolio Management

Coming Soon

Rudy Herrera
College Planning Expert

View Bio

Brooke T. Karren
Operations Manager

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

Andrew Cohen
Estate Planning Attorney

View Bio

Scott A. Zimmerman
Insurance Specialist

View Bio

Katie A. Yudin
Client Service Associate

View Bio

Elizabeth Maddox
Client Service Associate

View Bio

Stephanie Asmar
Client Service Associate

View Bio
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, Financial Advisor
View Bio
Jerry R. Citarella, RFC®, CFF®Financial Advisor
View Bio
Jennifer C. BrownFinancial Advisor
View Bio
Fred M. WachtelFinancial Advisor
View Bio
Rian G. DenichFinancial Advisor
View Bio
Jeremy M. Leibowitz, CFP®, RICP®Financial Advisor
View Bio
Jessica A. Saunders, CFP®, CDFA®Financial Advisor
View Bio
Rick WeissFinancial Professional
View Bio
Kieran T. WongFinancial Advisor
View Bio
Mack HerreraFinancial Advisor
View Bio
Dylan OlivaPortfolio Management
Coming Soon
Rudy HerreraCollege Planning Specialist
View Bio
Brooke T. KarrenOperations Manager
View Bio
Brittany L. PetersenHR Director
View Bio
Rafiq A. WileyProperty & Casualty Broker
View Bio
Robert Stats
Robert J. ClarkPartner
Coming Soon
Andrew CohenEstate Planning Attorney
View Bio
Scott A. ZimmermanInsurance Specialist
View Bio
Katie A. YudinClient Service Associate
View Bio
Elizabeth MaddoxClient Service Associate
View Bio
Stephanie AsmarClient Service Associate
View Bio
Peter Shuper Headshot
Peter A. ShuperIn Loving Memory
View Bio