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
Learn More About Julia
Serina R. Green, MS
Serina R. Green, MSPrincipal & Chief Operating Officer
Learn More About Serina
Alexis V. Juzwick, FPQP®
Alexis V. Juzwick, FPQP®Financial Planning Specialist
Learn More About Alexis
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
Learn More About Julia
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


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