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 -
Alex WeissCFP®President & Wealth Manager -
Robert NapolitanoManaging Partner & Director of Alternative Investments -
Thomas FletcherCFP®Chief Investment Officer -
Thomas SchulteCFP®Partner & Director of Financial Planning -
Prescott BuskOperations Manager -
Adam DaniRetirement Plan Specialist -
Dante CoppolaCFP®, CES™Financial Planner -
Anne GouthroCFP®Financial Planner -
Nick BerlenOperations Associate -
Laura McHaffieMarketing Director -
Yoyo ChenClient Associate -
Carrie PendletonBookkeeper
