Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create a financial plan that is designed to address your individual situation. 

 
Sean Schmid

Sean M. Schmid

Chief Operating Officer

Greg McGovern

Greg McGovern

Vice President

Paul Miller

Paul Miller

Vice President

Peter Ponzio

Peter Ponzio

Senior Vice President for Retirement Plans

Craig Sigeti

Craig E. Sigeti, CIMA®

VP & Relationship Manager

George Breuninger

George Breuninger

Chief Compliance Officer

Michael Mignone

Michael Mignone

Financial Associate

Kristine Dougherty

Kristine Dougherty

Financial Associate

James Walker

James J Walker

VP & Relationship Manager