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
President / Founder
Kurt Murphy
President - Chief Operating Officer
Tim Giampetroni, CFA
Chief Investment Officer
Elizabeth McGee, CWS®
Vice President
Natalie Brent, CWS®
Vice President
Wealth and Investment Advisors
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
Kolleen Schocke
Director of Marketing
Kathryn Periard
Director of Human Resources
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
Cameron Zisholz
Client Services Associate
Tracy Buckley
Client Services Associate
Keri Sutton
Executive Assistant
Skylar Pontello
Client Experience Coordinator
Sharle Jones
Receptionist
Team Mascot
