Meet the Team

Advisors

John Fuller

John Fuller

Founder, Wealth Advisor

Jeffrey Swygert

Jeffrey Swygert

Wealth Advisor

Felix Gumina

Felix Gumina

Wealth Advisor

Bill Toomey

Bill Toomey

Managing Director, Wealth Management

David Crook

David Crook

Chief Strategist/Global Economist

Leadership

Terry Petrucci

Terry Petrucci

Chief Operating Officer

Chris Coleman

Chris Coleman

Managing Director, Strategy and Compliance

Danielle Cormier

Danielle Cormier

Client Services Manager

Karla Tompkins

Karla Tompkins

Client Service Coordinator

Licensed Wealth Management Team

Colleen Neuendorffer

Licensed Client Service Associate

Michelle Nyman

Licensed Client Service Associate

Philip Galvanoni

Licensed Client Service Associate

Patricia Garcia

Licensed Client Service Associate

Barrett Grant

Licensed Client Service Associate

Tax Team

Zach Squillante

CPA

Tyler Robinson

CPA

Jerry Christine

CPA

Alexis Jennings

Full Charge Bookkeeper

Tracy Burnham

Full Charge Bookkeeper

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Fuller and Company