Our Team
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®
Personal Financial Specialist
Nicole L. Calantoni
Client Relationship Manager
Janelle E. Bristol
Senior Client Relationship Coordinator
Karen Higgins
Senior Client Relationship Coordinator
Nicole Geiger
Client Relationship Coordinator
Christine McDonald
Client Relationship Coordinator
Emily Grasso
Director of Client Relations
Holly Ferenchak
Administrative Assistant
Leslie Morrone
Administrative Assistant
Vanessa Woltemate
Administrative Assistant
Steve D. McLeod, EA
Operations Coordinator