Our People

 

Client Advisors

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Christopher Colombo

Senior Managing Director, Wealth Advisor

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Wendy T. O'Ree

Senior Managing Director, Wealth Advisor

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Gary T. Pancoast

Senior Managing Director, Wealth Advisor, Murphy Capital Management

gregory D. sawicki

Senior Managing Director, Wealth Advisor, Family Office Services 

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Joseph E. Serzan

Senior Managing Director, Wealth Advisor

John a. trobiano

Senior Managing Director, Wealth Advisor

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gary walker

Senior Managing Director, Wealth Advisor

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Peter Wallburg

Senior Managing Director, Wealth Advisor

cynthia aiken

Managing Director, Wealth Advisor

james housman

Managing Director, Director of Tax

jean h. mcAllister

Managing Director, Wealth Advisor

Dawn h. Brown

Vice President, Wealth Advisor, Lassus Wherley

jodi a. Cirignano

Vice President, Wealth Advisor, Lassus Wherley

patricia daquila

Vice President, Wealth Advisor, Lassus Wherley

cynthia fusillo

Vice President, Wealth Advisor, Lassus Wherley

lisa mcknight

Vice President, Wealth Advisor, Lassus Wherley

betty s. thomas

Vice President, Wealth Advisor, Lassus Wherley

claire e. toth

Vice President and Financial Planner, Point View Wealth Management

laura m. wolfe

Vice President, Wealth Advisor, Lassus Wherley

colleen mccormick

Officer, Financial Planning Associate