"Back Stage" Team Members

• Jackie DiNuzzo
  Compliance Officer
   
• Lisa Faulkner
  Senior Client Service Specialist
   
• Phyllis Nutz
  Client Service Specialist
   
• Joseph P. Caulfield
  Portfolio Management Auditor
   
• Terri Tepsic
  Executive Assistant to P.J. DiNuzzo
   
• Cliff Smith
  Director of IT
   
• Keri Ronacher
  Portfolio Reporting Manager
   
• Ken Aikens
  Client Service Specialist
   
• Renée Foody
  Adminstrative Assistant
   
• Marjorie Patterson
  Client Service Specialist
   
• Denise Lyons
  Bookkeeping Assistant


• Brooke McMaster
  Client Service Specialist


• Nick DiNuzzo
  Marketing Manager

Wealth Advisors "Front Stage"