Meet the Team

Management

John Fuller

John Fuller

Founder, Wealth Advisor

Jeffrey Swygert

Jeffrey Swygert

Wealth Advisor

Felix Gumina

Felix Gumina

Wealth Advisor

Terry Petrucci

Terry Petrucci

Chief Operating Officer

Karla Tompkins

Karla Tompkins

Front Desk Coordinator

Team

Chris Coleman

Associate Advisor

Danielle Cormier

Client Services Manager

Philip Galvanoni

Financial Analyst

Patricia Garcia

Client Service Associate

Daphne Gentile

Client Service Associate

Barrett Grant

Financial Analyst

David Howell

Tax Manager, Enrolled Agent

Michelle Nyman

Client Service Associate

Evelyn Pederson

Controller

Zach Squillante

CPA

Eric Wilber

CPA

Martin Tchatchoua

CPA

Karen White

Enrolled Agent