Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Matt is Principal and IT Manager. He oversees the technology used by the firm to ensure colleagues have the IT tools and stability they need to effectively and efficiently do their jobs. Matt has over 20 years of experience leading IT teams in both the financial services and healthcare fields.
Matt started his career at the Royal Bank of Scotland in 2002. He spent the first 16 years of his career working his way up through the bank from an intern to eventually managing the IT End User Support teams. After making a career change, he moved on to work at Regeneron Pharmaceuticals helping support the business in their pursuit of developing life-changing pharmaceutical drugs including a Covid treatment. Most recently, Matt has worked at Lakeland Bank where he managed the IT Systems Engineering Team.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.