Our Team

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

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

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

Keri Sutton

Executive Assistant

Skylar Pontello

Client Experience Coordinator

Sharle Jones

Receptionist

Reagan Hall

Intern

Team Mascot

Lilly

Team Mascot

Important COVID-19 NY EXECUTIVE ORDER

Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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