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Our Team

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Founding Partners
Advisors
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Client Services / Operations

Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Kevin Erndl President | Advisory Services
Deb Minnick Managing Director | Southeast
Susan Joy Bruno Managing Director | Personal Financial Planning, CPA/PFS, CFP®
Jim Green Senior Vice President | Private Wealth Management
Lee Larson Senior Vice President | Private Wealth Management
John Cupelo Senior Vice President | Private Wealth Management
Martyn Price Senior Vice President | Private Wealth Management
Joseph Tornincaso Senior Vice President | Private Wealth Management
Shad White Vice President | Private Wealth Management
Wesley Alim Vice President | Private Wealth Management, CFP®
Colleen Murphy Vice President | Private Wealth Management
Roxane Kronon Galati Vice President | Private Wealth Management, CFP®, CPA
Jeffrey Galati Vice President | Private Wealth Management, CLU®
Mike Martin Vice President | Private Wealth Management

FLORIDA | Naples (HQ) / Miami

NORTH CAROLINA | Charlotte / Mooresville

NEBRASKA | Omaha

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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