Our Team
Executive Leadership
Emilio "Jack" Morrone, CPA, CFP®, PFS®
Principal and Co-founder
Robert P. Pretopapa, CFP®
Partner and Wealth Advisor
Team Members
Nicole L. Calantoni
Client Relationship Manager
Janelle E. Hendershot, CFP®, CDFA®
Associate Wealth Advisor
Karen Higgins
Senior Client Relationship Coordinator
Vanessa Woltemate
Administrative Assistant
Nicole Geiger
Client Relationship Coordinator
Leslie Morrone
Administrative Assistant
Christine McDonald
Office Manager
Steve D. McLeod, EA
Planning Assistant
Dan Patton
Client Relationship Coordinator Support
Nicole Hinkle, CPA
Manager of Advisor Services
Robert D. Livingston, CFP® and CKA®
Wealth Advisor
Mike Fransen, CPA
Planning Assistant
Maria Flaherty
Administrative Assistant
Rita Budreckas
Admin Solutions Consultant
Serena Stauffer
Client Relationship Coordinator
Suzanne Wells
Client Service Specialist
Investment Committee
Andrew Beatty
Vice President, Head of OCIO
Sai Uppaluri
Senior Analyst, CIO Solutions