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
Serina R. Green, MS
Serina R. Green, MSPrincipal & Chief Operating Officer
Learn More About Serina
Alexis V. Juzwick
Alexis V. JuzwickFinancial Planning Specialist
Learn More About Alexis
Jay J. Kamon, MS
Jay J. Kamon, MSAssistant Portfolio Manager
Learn More About Jay
Lindsay S. Mirarchi
Lindsay S. MirarchiLead Client Services Specialist
Learn More About Lindsay
Krystal J. Munizza
Krystal J. Munizza Marketing Specialist
Learn More About Krystal
Nina M. Russo
Nina M. RussoClient Service Specialist
Learn More About Nina
Sara M. Schindler, FPQP®
Sara M. Schindler, FPQP®Financial Planning Specialist
Learn More About Sara
Robin E. Schmeider
Robin E. SchmeiderClient Services Specialist
Learn More About Robin


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