Our Team

Executive-Leadership-Groupshot-new-with-text-2

Lawrence Glazer

AAMS®

Managing Partner

Steven Dimitriou

AIF®, C(k)P®, CPFA

Managing Partner

Lloyd Glazer

Managing Partner

Jonida Papajani

CFA®, CAIA®

Director of Portfolio Management

Vinson Brod

Chief Operating Officer

Ryan Foley

APMA®, CRPC®

Senior Wealth Manager
private-wealth-mgmt2

Lawrence Glazer

AAMS®

Managing Partner

Lloyd Glazer

Managing Partner

Allison Montgomery Crate

CFP®, CIMA®, CRPC®, CDFA®, CPFA®

Vice President, Senior Wealth Manager

Damien DePeter

Vice President, Senior Wealth Manager

Brian Foley

Senior Wealth Manager

Ryan Foley

APMA®, CRPC®

Senior Wealth Manager

Bradley A. Gorney

CRPC®

Vice President, Senior Wealth Manager

John Longo

AAMS®

Vice President, Senior Wealth Manager

Lowell Lyon

AIF®, CSRIC®

Vice President, Senior Wealth Manager

Peter Martin

Senior Wealth Manager

Michael McCarthy

CRPC®

Vice President, Senior Wealth Manager

Jason McLoy

Senior Wealth Manager

Michael Robbins

Senior Wealth Manager

Jonathan Taylor

Senior Wealth Manager

John Wilcox

CFP®, AAMS®, AIF®

Vice President, Senior Wealth Manager

Justin Gaudino

CFP®, CIMA®, CPWA®

Associate Wealth Manager

Jeff Cashin

CFP®

Vice President, Senior Wealth Manager

Danielle Gould

CRPC®

Associate Wealth Manager
retirement-plan-consulting

Steven Dimitriou

AIF®, C(k)P®, CPFA

Managing Partner

Lou Chong

CFP®, AIF®, CRPC®

Vice President, Senior Plan Consultant

Joe Kendall

AIF®, CPFA

Vice President, Senior Plan Consultant

Justin Londergan

AIF®

Vice President, Senior Plan Consultant

Jared Manville

AIF®, CHSA®, CPFA

Vice President, Senior Plan Consultant

Jeff Mehne

AIF®, CHSA®

Vice President, Senior Plan Consultant
Planning-Client-Operations-Groupshot-new-with-text

Jessica Turowsky

Client Relationship Manager

Jonathan Brown

Client Relationship Manager

Pamela Shea

Client Relationship Manager

Diana Hendrickson

Office Administrator

Susan Schoenig

Operations & Compliance Specialist

Craig Fuglestad

Manager of Operations

Jillian Duddy

Associate Vice President,
Family & Personal Office Services

David Manukjan

CFP®

Manager of Financial Planning
Alissa Smith

Alissa Smith

Client Relationship Manager
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