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Our Team
All Team Members
Affiliated Advisors
Employees
Managers
Partners & Directors
Principals
Wealth Care
Alyssa Adamczyk
Associate
Michael Agostinelli
CPA/PFS
Nicole Booth
Senior Manager
Tom Calverase
Experienced Associate
Kirsten D. Champlin
CPA
Senior Manager
Jamie Cook
Experienced Associate
Gary A. DeBellis
CPA/PFS
Maureen Dempsey-Frazer
Director
Anthony Desiato
In-Charge
Glenna J. Durwin
Operations Specialist
Todd S. Eaton
CPA
David L. Edmondson
CPA
Ryan Frank
Senior
Ryan T. Fuller
CPA
Manager
Patrick R. George
CPA/PFS
Gregory A. Gillette
IT Manager
Thomas Guider
Experienced Associate
Samuel P. Irvine
CFP®, CRPC®
Financial Consultant
Investment Advisor
Joshua J. Johannes
Senior
Jennifer R. Jones
CPA
CEO
Sarah L. Keenan
CPA
Sharon R. Kemp
Senior
Scott M. Kogler
CPA/PFS
President
Michelle LaFranca
Administrative Assistant
David Lamendola
Network Administrator
Julia M. Larkin
Senior
Robert C. Linder
CPA/PFS
Marisol Martinez
Administrative Assistant
Senior Administrative Assistant
Gregory A. Miller
CPA/PFS, CVA
Sheila M. Monachino
CPA
Partner
Jeanne E. Morelli
CPA/PFS
Kellie Murray
Associate
David A. Nau
Data Operations Assistant
Megan E. O'Connor
Team Lead - Administrative Assistant
Oluwatosin A. Ogundele
Senior
Angella N. O’Hara
ChFC®, FPQP™
Advisor/Operations Manager
Kerri Orbach
Experienced Associate
Francis L. Ostrom, III
CFP®, CBEC®
Director of Financial Services
Lewis E. Palomeque
CPA
Nicholas M. Piehler
CPA
David C. Pitcher
CPA/PFS
James N. Przepiora
CPA
Senior
Kristi L. Randazzo
CPA
Manager
Kim A. Rugenstein
Receptionist
Christopher L. Sassone
CFP®, CLTC®
Financial Consultant
Investment Advisor
Brian M. Sauers
CPA
James F. Shaw
CPA/PFS
Paula M. Sippel
Senior
Jeanne E. Stockmaster
Senior Accountant
Leah Y. Sun
Senior
Jeanette T. Townsend
CPA
Principal
Stephanie M. Urso
Senior
Lily J. Watson
Senior
Sean J. Wegman
CPA
Partner
Michelle L. Weisenbeck
Senior Accountant
Brandon Wilson
Experienced Associate
John R. Wilson
CPA/PFS
Garrett Wischman
Experienced Associate
Melissa A. Zwerka
Office Manager