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

Client Service Coordinator

Team

Canara Cage

Tax Preparer

Jerry Christine

CPA

Chris Coleman

Director of Strategy

Danielle Cormier

Senior Client Services Associate

Zoe Csik

Full Charge Bookkeeper

Philip Galvanoni

Client Service Associate

Patricia Garcia

Client Service Associate

Barrett Grant

Financial Analyst

David Howell

Enrolled Agent

Colleen Neuendorffer

Client Service Associate

Michelle Nyman

Client Service Associate

Tyler Robinson

CPA

Constance Steele

Full Charge Bookkeeper

Zach Squillante

CPA

Karen White

Enrolled Agent

Kayla Woodruff

Operations

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Fuller and Company