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Our Team
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Bruce Charleton, MBA, CLTC, CBEC
Financial Planner
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Andrew Comins, CLU, ChFC, MSFS, AEP
Financial Planner
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Edward Denning
Financial Planner
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Joseph C. Hurlimann, ChFC
Financial Planner
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Michael S. Johnson, CLU, ChFC, CBEC
Financial Planner
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Robert Whitbeck, MBA
Financial Planner
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Robert Exler
Investment Coordinator
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Michael Palumbos, ChFC, CBEC
Financial Planner
Family Wealth
Client Service Manager
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Julie DiGuardi
Client Service Manager
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Michelle Mallery
Client Service Manager
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Kristina Rocci
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Hope Thompson
Client Service Manager
Financial Planner
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Brian Whitbeck
Financial Planner
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Courtenay Catalfamo
Financial Planner
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Sydney Charleton
Financial Planner
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Daniel Cusato
Financial Planner
Financial Professional Associate
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Kelly Zito
Financial Professional Associate
Paraplanner
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Tamara Comins, MS, ChFC
Paraplanner