Our Team
Executive Leadership
Emilio "Jack" Morrone, CPA, CFP®, PFS®
Principal and Co-founder
Robert P. Pretopapa, CFP®
Partner and Wealth Advisor
Richard A. Feauve, CPA
Wealth Advisor
Robert “Chuck” Schubert, CPA, PFS®
Wealth Advisor
Team Members
Nicole L. Calantoni
Client Relationship Manager
Janelle E. Hendershot
Associate Wealth Advisor
Karen Higgins
Senior Client Relationship Coordinator
Vanessa Woltemate
Administrative Assistant
Nicole Geiger
Client Relationship Coordinator
Leslie Morrone
Administrative Assistant
Christine McDonald
Executive Assistant
Holly Ferenchak
Administrative Assistant
Steve D. McLeod, EA
Planning Assistant
Dan Patton
Client Relationship Coordinator Support
Matt McBride
Associate Wealth Advisor
Nicole Hinkle, CPA
Manager of Advisor Services
Ashley Lorah
Director of Client Relations