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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Emily Duffy
Emily DuffyClient Service Specialist
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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 ll
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Jay J. Kamon, MS
Jay J. Kamon, MSLead Portfolio 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
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Brianna N. Mitchell
Brianna N. MitchellClient Service Specialist
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Krystal J. Munizza
Krystal J. Munizza Marketing Specialist
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Daniel A. O’Connor
Daniel A. O’Connor Associate Portfolio Manager
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Kayla M. Perkins
Kayla M. PerkinsLead Client Services Specialist
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