Broker Check

Our Team

Executive Leadership

Robert Pretopapa

Robert P. Pretopapa, CFP®

Partner and Wealth Advisor

Team Members

Nicole Calantoni

Nicole L. Calantoni

Client Relationship Manager

Janelle E. Hendershot

Janelle E. Hendershot, CFP®

Associate Wealth Advisor

Karen Higgins

Karen Higgins

Senior Client Relationship Coordinator

Vanessa Woltemate

Vanessa Woltemate

Administrative Assistant

Nicole Geiger

Nicole Geiger

Client Relationship Coordinator

Leslie Morrone

Leslie Morrone

Administrative Assistant

Christine McDonald

Christine McDonald

Executive Assistant

Holly Ferenchak

Holly Ferenchak

Administrative Assistant

Steve McLeod

Steve D. McLeod, EA

Planning Assistant

Dan Patton

Dan Patton

Client Relationship Coordinator Support

Matt McBride

Matt McBride

Associate Wealth Advisor

Nicole Hinkle

Nicole Hinkle, CPA

Manager of Advisor Services

Ashley Lorah

Ashley Lorah

Director of Client Relations