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Our Team

JEFFREY FILONE

JEFFREY FILONE

Principal and Co-Founder

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PATRICK VANROTEN, AIF®

PATRICK VANROTEN, AIF®

Principal and Co-Founder

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MATTHEW SEGAL, ChFC<sup>®</sup>

MATTHEW SEGAL, ChFC®

Senior Vice President
Financial Planning Analyst

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DERREK AUCONE, AIF®

DERREK AUCONE, AIF®

Vice President
Operations Specialist

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MATTHEW A. SWENDIMAN

MATTHEW A. SWENDIMAN

Chief Compliance Officer

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CHRIS BRODERICK

CHRIS BRODERICK

Registered Client Service Associate

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PATRICK MORAN

PATRICK MORAN

Managing Director
Institutional Services, Strategy & Business Development

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STEPHEN NICHOLAS JR. SE-AWMA™

STEPHEN NICHOLAS JR. SE-AWMA™

Vice President
Financial Advisor

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JOSEPH SPINA, CIMA®, CFP®

JOSEPH SPINA, CIMA®, CFP®

Vice President, Financial Advisor

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JACLYN A. SANDLER

JACLYN A. SANDLER

Chief Operating Officer

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TURNER SIMKINS

TURNER SIMKINS

Relationship Manager

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THOMAS KERNEY CIMA®

THOMAS KERNEY CIMA®

Director, Compliance Services

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MATTHEW SHAPIRO

MATTHEW SHAPIRO

Managing Director, Financial Advisor

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ROBERT TIRRITO

ROBERT TIRRITO

Vice President of Investments

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