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Meet the Team

Strategies aren’t one size fits all, which is why every client gets our undivided attention - from planning to execution to follow-up. Our team takes a proactive approach in helping develop a strategy to address your specific financial goals. We feel a commitment to our community and want to help you better prepare for the future. 

Brian Kerber

Brian Kerber

Director of Business Development

Matthew Schiller

Matthew Schiller

Wealth Manager

Tiffany Boval

Tiffany Boval

Wealth Manager

Ranjan Jagetia

Ranjan Jagetia

Wealth Manager

Anthony Kulka

A. Grey Kulka

Investment Manager

Roger E.  Godin

Roger E. Godin

Relationship Manager, Director of Financial Planning

Alexandra Untied

Alexandra Untied

Director of Marketing

Brianne Burkett

Brianne Vuraich

Director of Client Services

Elice Ottrix

Elice Ottrix

Executive Assistant to Ranjan Jagetia

Dawn LaGamba

Dawn LaGamba

Administrative Assistant

Sarah Orth

Sarah Orth

Client Relationship Intern

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