EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Senior Wealth Advisor

Matt Stack, CFP®

Senior Wealth Advisor and Managing Director

Renae Ransdell, CFP®

Paraplanner

Melissa Babyak

Paraplanner

Yolanda Aponte

Administrative Assistant

Alana Shields

Director of Operations

Josh Cohen

Senior Operations Specialist

Jay T. Levy

Senior Operations Specialist

Ashleigh Weimer

Investment Operations Manager

Rakhee Price

Operations Specialist

Colleen McGeehan