Our Executive Leadership Team
Anthony Spatichia ChFC®, CLU® Managing Partner Shilo Daddona Head of Operations Bruce H. Sham CLF® Head of Advanced Planning, Special Care Planner Tom Kilker MBA Head of Compliance Cynthia St. Pierre Head of Marketing Mary Ann Patton Head of Strategic Growth + Recruiting Maria Gallagher Administrative Assistant Christopher J. Metkiff RICP®, AIF® Head of New Associate Development + Senior Managing Director
Bruce H. Sham CLF®
Christopher J. Metkiff RICP®, AIF®