Associates

 

  • Douglas E. Knable, CLU®, ChFC®, CRPC®

    Chairman & CEO

  • Ralph L. Linarelli, Jr., CFP®, ChFC

    President

  • Timothy M. Donovan, ChFC®

    Managing Director

  • John T. Daley, ChFC®, CRPC®

    Private Wealth Advisor

  • John Mark Hunter, CRPC®

    Private Wealth Advisor

  • Kelly L. Kennedy, CFP®, CRPC®

    Private Wealth Advisor

  • Timothy Matthew, AIF©, CRPS©

    Financial Planner

  • Michaele McNelis, RFC, CRPC®

    Director of Wealth Management

  • Robert Miloszewski

    Private Wealth Advisor

  • Brodie Patten

    Private Wealth Advisor

  • Jamie Patten

    Private Wealth Advisor

  • Mark L. Perilman, CFP®, CLU®, ChFC®, CRPC®, CFS®

    Private Wealth Advisor

  • Frank A. Procaccini, CLU®, ChFC®

  • Michael G. Watson

    Private Wealth Advisor

  • Ferial Piroch

  • Lynda Bonenberger

    Executive Assistant

  • Joan Broz

    Senior Administrative Assistant to Ralph Linarelli

  • Tracey Starkey

    Administrative Assistant