MEET THE TEAM

Our team has years of experience in the finance industry, and they use this experience to guide you through the process.

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TEAM

Experts ready to serve.

CFA, CFP, CDFA, MBA, CEO and CIO

Morgan Christen

President

Joseph Stapleton

CRPC Vice President of Investments

Andrew Krongold

Financial Advisor

Anthony Puma

Insurance Consultant

Jaril Tudio

Financial Advisor

Riley Hayes

Anika Wilson
Financial Advisor

Anika Wilson

Head of Operations & Client Service

Nicole Naughton

Client Concierge

Nikki Wood

Financial Advisor

Eric Frazier

JaquelineAdler
Director of Wealth Planning

Jacqueline Adler