Who We Are
Our Team
John Ruggiero
Executive Vice President/ Wealth Management, Financial Advisor
Mitchell Altro
First Vice President / Wealth Management, Financial Advisor
Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
Michael Levin, AWMA™, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
John Iervolino
Practice Business Manager
Hina C. Iervolino
Senior Private Client Associate
Sandy Lashmit
Senior Registered Private Client Associate
Faith Sutter
Senior Registered Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
