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
Jacob M. Blair
Jacob M. BlairSenior Client Services Specialist
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Julia M. Cresta
Julia M. CrestaAdministrative Assistant
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Emily Duffy
Emily DuffyClient Services Specialist
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Serina R. Green, MS
Serina R. Green, MSPrincipal & Chief Operating Officer
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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, FPQP®
Jackie M. Martin, FPQP®Financial Planning Specialist
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Brianna N. Mitchell
Brianna N. MitchellClient Services Specialist
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Daniel A. O’Connor
Daniel A. O’Connor Assistant Portfolio Manager
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Kayla M. Perkins
Kayla M. PerkinsLead Client Services Specialist
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Sharon Sommer
Sharon SommerClient Services Specialist
Learn More About sharon

AS PERSONAL AS YOUR SIGNATURE

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