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Our Team

Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Nick Shultz CFP®, RICP®, ChFC®, CLTC®

Partner and Wealth Management Advisor

Samuel Laorenza CFP®, CLU®, RICP®

Partner and Wealth Management Advisor

Matthew Burckhardt CFP®, CLU®, ChFC®

Associate Wealth Management Advisor

Jake Halloran CFP®

Associate Wealth Management Advisor

Andrew Fanikos MBA, CFP®

Associate Wealth Management Advisor

Amber Akhtar

Chief Operating Officer

Vincenzo Terranova

Financial Planning Analyst

Ashley Wagner

Director of Client Services

Corey Creel MBA, CFP®, ChFC®

Financial Planning Analyst

Cynthia White CFP®

Financial Planning Analyst

Jordin DiAntonio

Associate Financial Representative

Katina Schultz

Executive Assistant

Hannah Leslie

Operations Assistant

Hanna Marie Cummings

Insurance Coordinator

Angela Canale

Chief Marketing Officer

Christopher Ray CFA®

Director of Investments

Claire Lowe

Operations Associate