Our People


Client Advisors

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Professional headshot

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

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gregory D. sawicki

Senior Managing Director, Wealth Advisor, Family Office Services 

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coles Romaine

Assistant Vice President, Wealth Planner

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Professional headshot

gary walker

Senior Managing Director, Wealth Advisor

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Peter Wallburg

Senior Managing Director, Wealth Advisor

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cynthia aiken

Managing Director, Wealth Advisor

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Brett Flynn

Managing Director, Wealth Advisor

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jean h. mcAllister

Managing Director, Wealth Advisor

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jodi a. Cirignano

Managing Director, Wealth Advisor

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patricia daquila

Managing Director, Wealth Advisor

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cynthia fusillo

Managing Director, Wealth Advisor, Family Office Services


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lisa mcknight

Managing Director, Wealth Advisor

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betty s. thomas

Managing Director, Wealth Advisor

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claire e. toth

Managing Principal, Senior Wealth Strategist

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laura m. wolfe

Managing Director, Wealth Advisor

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Dawn h. Brown

Managing Director, Wealth Advisor

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colleen mccormick

Vice President, Wealth Advisor

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