Meet the Team

Nicholas V. Ventura, 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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Mary Marciante
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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Morgan Downs
Wealth Manager
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Jerry Fiess
Wealth Manager
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Susan Pasqualone
Client Service Associate
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Katie Parker-Kramli
Client Service Associate
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