Meet the Team

Nicholas V. Ventura, CFP^®, CPWA^®

Founding Partner / Chief Executive Officer

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Dan McElwee, CFP^®, MBA

Partner / Chief Operating Officer

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Tom Cahill, CFA^®, CMT^®

Partner / Director of Investment Management

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Roger Klein, PhD

Senior Economist and Wealth Manager

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Chief Administrative Officer

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Katie Parker-Kramli

Chief Administrative Officer

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Faye Hart, CLU, ChFC

Insurance and Estate Planning Specialist

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Bill Purdy, CFP^®

Wealth Manager

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Wealth Manager

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Wealth Manager

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Susan Pasqualone

Client Service Associate

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