Meet The Team

Christopher M. Ingram
Chief Executive Officer

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Mark T. Petersen
COO, CCO, Financial Advisor

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

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Jennifer C. Brown
Financial Advisor

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Fred M. Wachtel
Financial Advisor

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

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

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Rian G. Denich
Financial Advisor

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Robert Stats

Robert J. Clark
Partner

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Rick Weiss
Financial Professional

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Heather Brockhurst
Financial Advisor

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Mack Herrera
Financial Advisor

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Kieran T. Wong
Financial Advisor

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Rudy Herrera
College Planning Expert

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Brooke T. Karren
Operations Manager

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Brittany L. Petersen
HR Director

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Rafiq A. Wiley
Property & Casualty Broker

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Andrew Cohen
Estate Planning Attorney

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Scott A. Zimmerman
Insurance Specialist

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Katie A. Yudin
Client Service Associate

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Elizabeth Maddox
Client Service Associate

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Stephanie Asmar
Client Service Associate

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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
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Fred M. WachtelFinancial Advisor
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Jeremy M. Leibowitz, CFP®, RICP®Financial Advisor
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Jessica A. Saunders, CFP®, CDFA®Financial Advisor
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Rian G. DenichFinancial Advisor
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Robert Stats
Robert J. ClarkPartner
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Rick WeissFinancial Professional
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Heather BrockhurstFinancial Advisor
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Kieran T. WongFinancial Advisor
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Mack HerreraFinancial Advisor
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Rudy HerreraCollege Planning Specialist
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Brooke T. KarrenOperations Manager
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Brittany L. PetersenHR Director
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Rafiq A. WileyProperty & Casualty Broker
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Andrew CohenEstate Planning Attorney
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Scott A. ZimmermanInsurance Specialist
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Katie A. YudinClient Service Associate
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Elizabeth MaddoxClient Service Associate
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Stephanie AsmarClient Service Associate
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Peter Shuper Headshot
Peter A. ShuperIn Loving Memory
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