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
Robert Jackson, CPA
Senior Tax Advisor, Director
TEAM MEMBERS
Reid Barton
Wealth Specialist, Associate
Joey Bellamy
Wealth Specialist, Associate
Danny Cook
Wealth Specialist, Associate
Sara Davenport, CPA
Accountant, Associate
Shari Dombcik, CPA
Tax Specialist, 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
Wealth Specialist, 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, Associate
Laura Sears
Client Service Specialist, Associate
Andy Siciliano, CFP®
Wealth Specialist, Senior Associate
Maria Sorgi, FPQP®
Client Service Specialist, Senior Associate
