Craig Martucci, AIF®
Senior Managing Partner
Eddie C Barber Jr.
Senior Managing Partner
Tyler Bolyard CEPA®, CPFA®
Managing Partner
Jeremy Wood, AIF®
Managing Partner
Amy Babbel
Director of Advisory Services
Alec Perschon, AIF®
Financial Advisor
Donovan Martucci, AIF®, CFP®
Financial Advisor
Jenica Daniels
Client Relationship Manager
Lisa Thompson
Operational Manager
Dominic Martucci
Wealth Strategy Associate
Tia Bloom
Director of Marketing
