Our Leadership Team

Our leadership team guides the direction of our firm while supporting the partners and professionals who serve our clients every day. They bring experience, perspective, and a commitment to maintaining high standards, fostering an environment focused on professionalism, consistency, and long-term relationships.

Our Process

MICHAEL LEVIN

CEO & President

Our Resources

FRANK ZITO

Executive Vice President

Our Values

RICK LEVIN

Senior Vice President

Our History

CHRIS CUCCIA

Managing Partner

Our Values

RON GRUNINGER

CFP®, CIMA®, CEPA®, AIF®, RICP®

Director of Wealth Management

Our History

ROBIN VERNON

Financial Planning Specialist

Our Resources

ANDREW PEASE

Director of Products

Our Process

KATIE MALANEY

Business Manager & CFO

Our Values

EMILY SHARPE

Supervisory Officer

Our History

ASHLEY SHERMAN

Director of Advisor Operations

Our Process

MEGAN HINTCH

Director of Marketing

Our Resources