Associates

 
  • Adam Mark, CFP®

    Adam Mark, CFP®

    President

  • William (Bill) Tortorice

    William (Bill) Tortorice

    Associate Vice President

  • Christine (Chris) Schmitz Koch

    Christine (Chris) Schmitz Koch

    Client Relations Manager

  • Derek Donnarumma, CFP®

    Derek Donnarumma, CFP®

    Financial Planning Coordinator

  • Eric R. Schmidt

    Eric R. Schmidt

    Operations Manager

  • Shawna Mark, MBA

    Shawna Mark, MBA

    Accounting/Finance Coordinator

  • Douglas R. Conoway, CFP®, ChFC®

    Douglas R. Conoway, CFP®, ChFC®

    Advisor Emeritus