Meet The Team
Meet The Team
Jennifer M. Wolfsberg, CDFA
Managing Principal
John E. Wolfsberg
Managing Principal
Olga P. Okaty, CFP®, CDFA
Director of Financial Planning
Mark J. Barry, CFA
Director of Investment Management
Ashley R. Agnew, CFT™
Senior Wealth Advisor, Director of Financial Wellness
Lori D. Patterson
Director of Client Operations
Matthew C. Okaty, JD, CFP®, IACCP®
Compliance and Business Manager
J.D. Wolfsberg, CFA, CFP®
Portfolio Manager
Courtney C. Summa
Client Service Manager
R. Anthony Norris, CFP®
Wealth Advisor
Kevin F. Donohue, CAIA®
Associate Portfolio Manager
Taylor Persechini
Operations Manager
Laura K. Lopez
Client Service Associate