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