OUR TEAM
We Help Your Family Live Well, Sleep Well, and Be Well.
LEADERSHIP
Michael Novak, CPA/PFS, AEP®
Founder & CEO
Jeff Kadlic
President & Chief Operating Officer
Johnny Sirpilla
Chief Experience Officer
MANAGING DIRECTORS
Rich Turgeon, CFA®, CAIA®, MSFS®
Chief Investment Officer, Senior Managing Director
Jenna Staton, CFP®, EA
Senior Wealth Advisor, Senior Managing Director
Germaine Martin
Senior Wealth Advisor, Senior Managing Director
Katie Madzsar, CFP®, AEP®
Senior Wealth Advisor, Managing Director
Laura Capuozzo, FPQP®
Head of Operations, Managing Director
Bill Ambrogio, CFP®
Senior Wealth Advisor, Managing Director
DIRECTORS
A'Shira Nelson, CPA
Quality Assurance & Training, Director
Jocelyn Maldonado
Investment Operations, Director
TEAM MEMBERS
Reid Barton
Wealth Specialist, Associate
Matthew Kaplun
Investment Operations, Senior Associate
Carly Petti
Wealth Specialist, Associate
Scott Swartz
Trust & Estate Attorney
Jessica Bergrin
Controller
Joey Bellamy
Wealth Specialist, Associate
Danny Cook
Wealth Specialist, Associate
Sara Davenport, CPA
Accountant, Associate
Eric Eickenhorst
Wealth Specialist, Associate
Nicole Ferraro
Client Service Specialist, Senior Associate
Adam Gilmore
Wealth Specialist, Associate
Eric Hanna, CFP®
Wealth Specialist, Lead Associate
Jack Jones
Investment Analyst, Associate
Ashley Lopez
Client Service Specialist, Associate
Darby McDowell
Marketing, Associate
Jack Novak
Wealth Specialist, Associate
Amy Palladino
Client Service Specialist, Associate
Bud Radis, CPA
Wealth Specialist, Senior Associate
Liz Rygalski
Portfolio Strategist, Senior Associate
Laura Sears
Client Service Specialist, Associate
Andy Siciliano, CFP®
Wealth Specialist, Senior Associate
Maria Sorgi, FPQP®
Client Service Specialist, Senior Associate
