Jennifer M. Wolfsberg, CDFA
John E. Wolfsberg
Olga P. Okaty, CFP®
Principal / Director of Financial Planning
Olga helps clients navigate complex financial decisions by developing planning and investing strategies that support their overall goals and vision.
Mark J. Barry, CFA
Director of Investment Management
Ashley R. Agnew, CFT-I™
Director of Relationship Development
Ashley is drawn to the finance industry because of its dynamicity, and finds passion in helping others have a better relationship with their wealth.
Lori D. Patterson
Director of Client Operations
Matthew C. Okaty, JD, CFP®
J.D. Wolfsberg, CFA, CFP®
John David (JD) is intrigued by the trends of the capital markets. It was this intense curiosity that led him to pursue a career in financial services beginning with a Bachelor’s degree in Finance with Minor in Economics from Stonehill College.
Courtney C. Summa
Financial Planning and Reporting Associate
Courtney’s analytical mind and dedication to customer service have led her to excel in financial services. She understands the strong need for structured reporting and formatting for the complex concepts surrounding financial planning.
R. Anthony Norris, CFP®
The many facets of the financial services industry are what draw Anthony to the field, as it is geared to his desire to work in an atmosphere where he is always learning and providing value to clients.
Kevin F. Donohue
With years of operations and brokerage transaction experience, Taylor enhances our operations team by working everyday to improve processes and streamline client efforts.