Wealth management is about more than just making a plan – you also have to execute it. Whether we’re servicing accounts, placing trades, researching investments, planning events or just making sure everything goes smoothly for our clients, our Operations Team works every day to make it all run as efficient as possible…and with a smile! Click below to meet the people who make it all happen.

Back To Our Teams
Julia Cresta
Julia CrestaAdministrative Assistant
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Serina R. Green, MS
Serina R. Green, MSPrincipal & Chief Operating Officer
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Alexis V. Juzwick, FPQP®
Alexis V. Juzwick, FPQP®Financial Planning Specialist
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Jay J. Kamon, MS
Jay J. Kamon, MSPortfolio Manager
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Julia T. Kramer, CPA, FBS, CFT-I
Julia T. Kramer, CPA, FBS, CFT-I Financial Behavior & Leadership Consultant
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Jackie M. Martin
Jackie M. MartinFinancial Planning Specialist / Paraplanner
Learn More About Jackie
Brianna N. Mitchell
Brianna N. MitchellClient Service Specialist
Learn More About Brianna
Krystal J. Munizza
Krystal J. Munizza Marketing Specialist
Learn More About Krystal
Daniel A. O’Connor
Daniel A. O’Connor Associate Portfolio Manager
Learn More About Daniel
Kayla M. Perkins
Kayla M. PerkinsLead Client Services Specialist
Learn More About Kayla

AS PERSONAL AS YOUR SIGNATURE

Referrals are always appreciated