Our Team

Wealth Management

Ryan Shanley

Managing Partner
Wealth Advisor

Kevin Rafferty

Chris Nelson

Senior Wealth Advisor

Nick Weidman

Senior Wealth Advisor

Rosemarie Dempsey

Senior Wealth Advisor

Shawn Dempsey

Vincent Pagano

Karl Ober

Administrative

Jackie Smolsky

Administrative Assistant

Asset Management

Drew Nemeth

Director of Compliance & Operations

Eric Parnell

Chief Market Strategist

Nick Dalessandro

Senior Associate,
Asset Management

Kaela Frenchman

Associate,
Asset Management

Evan Coffey

Associate,
Asset Management