Get To Know Our Dedicated Team

Behind any successful organization are talented people working together towards a common goal. Our clients are successful professionals and business owners who require attention to detail and world-class service. Russ continues to invest in his practice to best serve his clients so he can serve them appropriately.  Our dedicated team allows Russ to fulfill his commitments to clients.

 

Photo of Financial Advisor Russ Romano

Russ Romano

RICP®

Financial Advisor

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Photo of Investment Services Kathryn Zimmerman

Kathryn Zimmerman

Investment Services

Photo of Sales Execution Team Jessica Hamilton

Jessica Hamilton

Sales Execution Team