Our diverse and talented team represents a wide variety of experience, backgrounds, degrees and professional designations. We are committed to delivering trust, transparency and excellent service to each and every client. We recognize that our clients’ financial goals and priorities are diverse. We can help you implement a tailored investment approach to address your individual situation.
Executive Team
Kevin VanDyke
Founder & CEO
Kurt Murphy
President & Chief Operating Officer
Tim Giampetroni, CFA
Chief Investment Officer
Kolleen Schocke
Director of Marketing & Operations
Kathryn Periard
Director of Human Resources
Wealth and Investment Advisors
Elizabeth McGee, CWS®
Wealth Advisor
Natalie Brent, CWS®
Wealth Advisor
Andrew Spearman, CWS®, AIF®
Wealth Advisor
Fabrizio Giacona, CWS®, AIF®
Wealth Advisor
Rob Pearl, CFP®
Wealth Advisor
Alexis Zuccaro, CWS® , AIF®
Wealth Advisor
Jared Remesz, CWS®, AIF®
Wealth Advisor
William Kessel
Wealth Advisor
Kindra Byerly, CWS®, AIF®
Wealth Advisor
Implementation and Support Team
Catherine Lacey
Associate Wealth Coordinator
Morgan Golich
Associate Wealth Coordinator
Nicholas Faller
Associate Wealth Coordinator
Rose Acovski
Servicing Specialist
Nicholas Sobczynski
Servicing Specialist
Austin Suzak
Servicing Specialist
Brett Bolleart
Servicing Specialist
Tracy Buckley
Servicing Specialist
Keri Sutton
Executive Assistant
Skylar Pontello
Client Experience Coordinator
Reagan Hall
Junior Analyst
Sharle Jones
Receptionist
Allison Manzo
Administrative Assistant
Team Mascot
