
Our Team
Listening to you is what we do. When you call, we answer, and we work to get to know you.
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John P. NapolitanoCFP®, CPA, PFS, MSTFounder & Chairman
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Alex WeissCFP®President & Wealth Manager
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Robert NapolitanoManaging Partner & Director of Alternative Investments
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Thomas FletcherCFP®Chief Investment Officer
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Thomas SchulteCFP®Partner & Director of Financial Planning
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Prescott BuskOperations Manager
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Adam DaniRetirement Plan Specialist
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Nick BerlenOperations Associate
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Dante CoppolaCFP®Financial Planner
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Laura McHaffieMarketing Director
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Yoyo ChenClient Associate
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Carrie PendletonBookkeeper
