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
Scott A. Zimmerman Insurance Specialist
Robert J. Clark Disability Ins. Specialist
Rudy Herrera College Planning Expert
Edward O’Hare Estate Planning Attorney
Brittany L. Petersen HR Director
Dylan Oliva Portfolio Management
Rian Denich Financial Planning
Katie A. Yudin Executive Assistant
Tracy L. Montoya Executive Assistant
Brooke T. Coffey Executive Assistant
